Skip to content
Disclosery

High Net Worth Advisory Group LLC: SPYI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of High Net Worth Advisory Group LLC on SPYI, newest first. How the timeline and the estimate are built.

High Net Worth Advisory Group LLC held 83,224 SPYI 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 83,224 shares
    Change vs previous 13F +1,692 shares

    0.94% of the 13F portfolio, value $4,418,389.

    13F-HR 0001919142-26-000003 filed by High Net Worth Advisory Group 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 81,532 shares
    Change vs previous 13F +1,852 shares

    0.94% of the 13F portfolio, value $4,025,284.

    13F-HR 0001919142-26-000002 filed by High Net Worth Advisory Group 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 79,680 shares
    Change vs previous 13F +21,775 shares

    0.96% of the 13F portfolio, value $4,185,640.

    13F-HR 0001919142-26-000001 filed by High Net Worth Advisory Group 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 57,905 shares
    Change vs previous 13F +4,067 shares

    0.73% of the 13F portfolio, value $3,028,439.

    13F-HR 0001919142-25-000002 filed by High Net Worth Advisory Group 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 53,838 shares
    Change vs previous 13F +3,162 shares

    0.72% of the 13F portfolio, value $2,709,132.

    13F-HR 0001085146-25-003712 filed by High Net Worth Advisory Group 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 50,676 shares
    Change vs previous 13F +5,256 shares

    0.68% of the 13F portfolio, value $2,426,896.

    13F-HR 0001085146-25-001969 filed by High Net Worth Advisory Group 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 45,420 shares
    Change vs previous 13F +16,849 shares

    0.64% of the 13F portfolio, value $2,308,277.

    13F-HR 0001085146-25-000383 filed by High Net Worth Advisory Group 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 28,571 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $1,463,692.

    13F-HR 0001085146-24-004843 filed by High Net Worth Advisory Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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