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PFG Private Wealth Management, LLC: SPYG position timeline

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

PFG Private Wealth Management, LLC held 206,213 SPYG shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 206,213 shares
    Change vs previous 13F -35,438 shares

    10.63% of the 13F portfolio, value $24,537,319.

    13F-HR 0001799957-26-000005 filed by PFG Private Wealth Management, 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 241,651 shares
    Change vs previous 13F +4,399 shares

    10.03% of the 13F portfolio, value $23,660,032.

    13F-HR 0001799957-26-000002 filed by PFG Private Wealth Management, 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 237,252 shares
    Change vs previous 13F +210,450 shares

    11.07% of the 13F portfolio, value $25,314,818.

    13F-HR 0001799957-26-000001 filed by PFG Private Wealth Management, 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 26,802 shares
    Change vs previous 13F -218,660 shares

    1.25% of the 13F portfolio, value $2,801,032.

    13F-HR 0001799957-25-000007 filed by PFG Private Wealth Management, 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 245,462 shares
    Change vs previous 13F -219 shares

    12.05% of the 13F portfolio, value $23,397,449.

    13F-HR 0001799957-25-000005 filed by PFG Private Wealth Management, 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 245,681 shares
    Change vs previous 13F -34 shares

    10.68% of the 13F portfolio, value $19,745,397.

    13F-HR 0001799957-25-000004 filed by PFG Private Wealth Management, 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 245,715 shares
    Change vs previous 13F +150,710 shares

    12.3% of the 13F portfolio, value $21,598,376.

    13F-HR 0001799957-25-000001 filed by PFG Private Wealth Management, 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 95,005 shares
    Change vs previous 13F not available

    4.57% of the 13F portfolio, value $7,879,730.

    13F-HR 0001799957-24-000007 filed by PFG Private Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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