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Disclosery

Partners in Financial Planning: SPYG position timeline

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

Partners in Financial Planning held 41,432 SPYG shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,432 shares
    Change vs previous 13F -1,395 shares

    0.75% of the 13F portfolio, value $4,930,048.

    13F-HR 0002054264-26-000004 filed by Partners in Financial Planning
    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 42,827 shares
    Change vs previous 13F -102 shares

    0.7% of the 13F portfolio, value $4,193,176.

    13F-HR 0002054264-26-000002 filed by Partners in Financial Planning
    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 42,929 shares
    Change vs previous 13F +148 shares

    0.78% of the 13F portfolio, value $4,580,522.

    13F-HR 0002054264-26-000001 filed by Partners in Financial Planning
    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 42,781 shares
    Change vs previous 13F -464 shares

    0.77% of the 13F portfolio, value $4,471,052.

    13F-HR 0002054264-25-000023 filed by Partners in Financial Planning
    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 43,245 shares
    Change vs previous 13F +11,490 shares

    0.76% of the 13F portfolio, value $4,122,104.

    13F-HR 0002054264-25-000021 filed by Partners in Financial Planning
    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 31,755 shares
    Change vs previous 13F -804 shares

    0.51% of the 13F portfolio, value $2,552,109.

    13F-HR 0002054264-25-000011 filed by Partners in Financial Planning
    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 32,559 shares
    Change vs previous 13F -50 shares

    0.58% of the 13F portfolio, value $2,861,970.

    13F-HR 0002054264-25-000002 filed by Partners in Financial Planning
    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 32,609 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $2,704,551.

    13F-HR 0002054264-25-000003 filed by Partners in Financial Planning
    Filed (acceptance time not in the bulk data set), ingested

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