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GENESIS PRIVATE WEALTH, LLC: SPGP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GENESIS PRIVATE WEALTH, LLC on SPGP, newest first. How the timeline and the estimate are built.

GENESIS PRIVATE WEALTH, LLC held 20,843 SPGP shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,843 shares
    Change vs previous 13F -2,246 shares

    0.72% of the 13F portfolio, value $2,548,852.

    13F-HR 0001725547-26-000225 filed by GENESIS PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 23,089 shares
    Change vs previous 13F -2,417 shares

    0.78% of the 13F portfolio, value $2,484,891.

    13F-HR 0001725547-26-000131 filed by GENESIS PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 25,506 shares
    Change vs previous 13F -5,871 shares

    0.9% of the 13F portfolio, value $2,904,141.

    13F-HR 0001725547-26-000004 filed by GENESIS PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 31,377 shares
    Change vs previous 13F +305 shares

    1.5% of the 13F portfolio, value $3,564,999.

    13F-HR 0001725547-25-004097 filed by GENESIS PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 31,072 shares
    Change vs previous 13F +1,242 shares

    1.58% of the 13F portfolio, value $3,346,497.

    13F-HR 0001725547-25-003451 filed by GENESIS PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 29,830 shares
    Change vs previous 13F +1,811 shares

    1.58% of the 13F portfolio, value $2,979,436.

    13F-HR 0001725547-25-001448 filed by GENESIS PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 28,019 shares
    Change vs previous 13F not available

    1.62% of the 13F portfolio, value $2,938,658.

    13F-HR 0001725547-25-000136 filed by GENESIS PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).