JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC: SPYG position timeline

JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC held 78,528 SPYG shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 78,528 shares

   Change vs previous 13F +4,099 shares

   6.92% of the 13F portfolio, value $9,665,318.

   13F-HR 0001172661-26-004460 filed by JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC
   Accepted 2026-10-09 14:49:04 UTC, ingested 2026-10-09 14:50:03 UTC

2. period ended2026-06-30

   13F 74,429 shares

   Change vs previous 13F +3,920 shares

   6.9% of the 13F portfolio, value $8,856,375.

   13F-HR 0001172661-26-002778 filed by JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC
   Filed 2026-07-24 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

3. period ended2026-03-31

   13F 70,509 shares

   Change vs previous 13F -270,571 shares

   6.08% of the 13F portfolio, value $6,903,554.

   13F-HR 0001172661-26-002057 filed by JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC
   Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

4. period ended2025-12-31

   13F 341,080 shares

   Change vs previous 13F not available

   7.47% of the 13F portfolio, value $36,393,390.

   13F-HR 0001172661-26-001571 filed by JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC
   Filed 2026-04-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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