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HB Wealth Management, LLC: SPYG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HB Wealth Management, LLC on SPYG, newest first. How the timeline and the estimate are built.

HB Wealth Management, LLC held 2,445,430 SPYG shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,445,430 shares
    Change vs previous 13F -321,694 shares

    1.63% of the 13F portfolio, value $290,981,819.

    13F-HR 0001172661-26-002920 filed by HB Wealth Management, 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 2,767,124 shares
    Change vs previous 13F -2,014,808 shares

    1.63% of the 13F portfolio, value $251,313,858.

    13F-HR 0001172661-26-001543 filed by HB Wealth Management, 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 4,781,932 shares
    Change vs previous 13F +12,568 shares

    3.17% of the 13F portfolio, value $489,308,244.

    13F-HR 0001172661-26-000353 filed by HB Wealth Management, 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 4,769,364 shares
    Change vs previous 13F +402,591 shares

    3.26% of the 13F portfolio, value $479,781,397.

    13F-HR 0001172661-25-004398 filed by HB Wealth Management, 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 4,366,773 shares
    Change vs previous 13F -421,716 shares

    3.33% of the 13F portfolio, value $416,238,197.

    13F-HR 0001172661-25-002644 filed by HB Wealth Management, 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 4,788,489 shares
    Change vs previous 13F +153,895 shares

    3.12% of the 13F portfolio, value $371,690,681.

    13F-HR 0001172661-25-001594 filed by HB Wealth Management, 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 4,634,594 shares
    Change vs previous 13F +58,372 shares

    4.03% of the 13F portfolio, value $393,827,460.

    13F-HR 0001172661-25-000193 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 4,576,222 shares
    Change vs previous 13F not available

    3.94% of the 13F portfolio, value $366,757,179.

    13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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