Skip to content
Disclosery

MOTIVE WEALTH ADVISORS: SPYG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MOTIVE WEALTH ADVISORS on SPYG, newest first. How the timeline and the estimate are built.

MOTIVE WEALTH ADVISORS held 39,922 SPYG shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,922 shares
    Change vs previous 13F -1,243 shares

    1.95% of the 13F portfolio, value $4,750,319.

    13F-HR 0001754960-26-000562 filed by MOTIVE WEALTH ADVISORS
    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 41,165 shares
    Change vs previous 13F -32,857 shares

    1.89% of the 13F portfolio, value $4,030,465.

    13F-HR 0001754960-26-000259 filed by MOTIVE WEALTH ADVISORS
    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 74,022 shares
    Change vs previous 13F -5,691 shares

    3.36% of the 13F portfolio, value $7,898,147.

    13F-HR 0001754960-26-000068 filed by MOTIVE WEALTH ADVISORS
    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 79,713 shares
    Change vs previous 13F -3,226 shares

    3.59% of the 13F portfolio, value $8,330,806.

    13F-HR 0001754960-25-000693 filed by MOTIVE WEALTH ADVISORS
    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 82,939 shares
    Change vs previous 13F +16,875 shares

    3.6% of the 13F portfolio, value $7,905,745.

    13F-HR 0001754960-25-000400 filed by MOTIVE WEALTH ADVISORS
    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 66,064 shares
    Change vs previous 13F -2,691 shares

    2.84% of the 13F portfolio, value $5,309,564.

    13F-HR 0001754960-25-000208 filed by MOTIVE WEALTH ADVISORS
    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 68,755 shares
    Change vs previous 13F -15,494 shares

    3.25% of the 13F portfolio, value $6,043,565.

    13F-HR 0001754960-25-000046 filed by MOTIVE WEALTH ADVISORS
    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 84,249 shares
    Change vs previous 13F not available

    4.05% of the 13F portfolio, value $6,750,872.

    13F-HR 0001754960-24-000502 filed by MOTIVE WEALTH ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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