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PCG Wealth Advisors, LLC: SPYG position timeline

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

PCG Wealth Advisors, LLC held 37,739 SPYG shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,739 shares
    Change vs previous 13F +18,367 shares

    1% of the 13F portfolio, value $4,490,630.

    13F-HR 0001905393-26-000003 filed by PCG Wealth Advisors, 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 19,372 shares
    Change vs previous 13F -2,591 shares

    0.48% of the 13F portfolio, value $1,896,756.

    13F-HR 0001905393-26-000002 filed by PCG Wealth Advisors, 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 21,963 shares
    Change vs previous 13F +5,793 shares

    0.66% of the 13F portfolio, value $2,343,432.

    13F-HR 0001905393-26-000001 filed by PCG Wealth Advisors, 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 16,170 shares
    Change vs previous 13F +1,886 shares

    0.49% of the 13F portfolio, value $1,689,914.

    13F-HR 0001905393-25-000003 filed by PCG Wealth Advisors, 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 14,284 shares
    Change vs previous 13F +297 shares

    0.7% of the 13F portfolio, value $1,361,572.

    13F-HR 0001085146-25-004660 filed by PCG Wealth Advisors, 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 13,987 shares
    Change vs previous 13F +2,882 shares

    0.39% of the 13F portfolio, value $1,124,157.

    13F-HR 0001085146-25-002601 filed by PCG Wealth Advisors, 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 11,105 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $976,135.

    13F-HR 0001085146-25-000366 filed by PCG Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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