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Higgins & Schmidt Wealth Strategies LLC: SPYG position timeline

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

Higgins & Schmidt Wealth Strategies LLC held 348,013 SPYG shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 348,013 shares
    Change vs previous 13F +15,668 shares

    17.09% of the 13F portfolio, value $41,410,084.

    13F-HR 0001941260-26-000003 filed by Higgins & Schmidt Wealth Strategies 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 332,345 shares
    Change vs previous 13F +2,916 shares

    14.86% of the 13F portfolio, value $32,539,906.

    13F-HR 0001941260-26-000002 filed by Higgins & Schmidt Wealth Strategies 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 329,429 shares
    Change vs previous 13F +7,944 shares

    16.65% of the 13F portfolio, value $35,150,072.

    13F-HR 0001941260-26-000001 filed by Higgins & Schmidt Wealth Strategies 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 321,485 shares
    Change vs previous 13F -7,072 shares

    16.97% of the 13F portfolio, value $33,598,416.

    13F-HR 0001941260-25-000011 filed by Higgins & Schmidt Wealth Strategies 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 328,557 shares
    Change vs previous 13F +6,175 shares

    17.34% of the 13F portfolio, value $31,318,059.

    13F-HR 0001941260-25-000008 filed by Higgins & Schmidt Wealth Strategies 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 322,382 shares
    Change vs previous 13F +4,633 shares

    15.3% of the 13F portfolio, value $25,909,881.

    13F-HR 0001941260-25-000007 filed by Higgins & Schmidt Wealth Strategies 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 317,749 shares
    Change vs previous 13F +66,315 shares

    17.42% of the 13F portfolio, value $27,930,172.

    13F-HR 0001941260-25-000006 filed by Higgins & Schmidt Wealth Strategies 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 251,434 shares
    Change vs previous 13F not available

    13.46% of the 13F portfolio, value $20,853,923.

    13F-HR 0001941260-25-000005 filed by Higgins & Schmidt Wealth Strategies LLC
    Filed (acceptance time not in the bulk data set), ingested

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