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Investments & Financial Planning, LLC: SPYG position timeline

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

Investments & Financial Planning, LLC held 369,041 SPYG shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 369,041 shares
    Change vs previous 13F +4,158 shares

    20.79% of the 13F portfolio, value $43,912,141.

    13F-HR 0001909307-26-000007 filed by Investments & Financial Planning, 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 364,883 shares
    Change vs previous 13F +5,424 shares

    19.45% of the 13F portfolio, value $35,725,651.

    13F-HR 0001909307-26-000005 filed by Investments & Financial Planning, 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 359,459 shares
    Change vs previous 13F -10,400 shares

    20.58% of the 13F portfolio, value $38,354,231.

    13F-HR 0001909307-26-000002 filed by Investments & Financial Planning, 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 369,859 shares
    Change vs previous 13F -4,169 shares

    20.88% of the 13F portfolio, value $38,653,931.

    13F-HR 0001909307-25-000013 filed by Investments & Financial Planning, 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 374,028 shares
    Change vs previous 13F +4,689 shares

    20.53% of the 13F portfolio, value $35,652,386.

    13F-HR 0001909307-25-000010 filed by Investments & Financial Planning, 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 369,339 shares
    Change vs previous 13F -3,681 shares

    19.28% of the 13F portfolio, value $29,683,741.

    13F-HR 0001909307-25-000005 filed by Investments & Financial Planning, 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 373,020 shares
    Change vs previous 13F -8,254 shares

    20.21% of the 13F portfolio, value $32,788,460.

    13F-HR 0001909307-25-000002 filed by Investments & Financial Planning, 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 381,274 shares
    Change vs previous 13F not available

    20.03% of the 13F portfolio, value $31,622,844.

    13F-HR 0001909307-24-000010 filed by Investments & Financial Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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