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Disclosery

PMG Wealth Management, Inc.: SPYG position timeline

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

PMG Wealth Management, Inc. held 11,320 SPYG shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,320 shares
    Change vs previous 13F -50 shares

    0.83% of the 13F portfolio, value $1,346,967.

    13F-HR 0001214659-26-009603 filed by PMG Wealth Management, Inc.
    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 11,370 shares
    Change vs previous 13F -35 shares

    0.8% of the 13F portfolio, value $1,113,237.

    13F-HR 0001214659-26-004768 filed by PMG Wealth Management, Inc.
    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 11,405 shares
    Change vs previous 13F -218 shares

    0.89% of the 13F portfolio, value $1,216,914.

    13F-HR 0001214659-26-000777 filed by PMG Wealth Management, Inc.
    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 11,623 shares
    Change vs previous 13F -99 shares

    0.92% of the 13F portfolio, value $1,208,443.

    13F-HR 0001214659-25-015655 filed by PMG Wealth Management, Inc.
    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 11,722 shares
    Change vs previous 13F +876 shares

    0.92% of the 13F portfolio, value $1,117,341.

    13F-HR 0001214659-25-010490 filed by PMG Wealth Management, Inc.
    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 10,846 shares
    Change vs previous 13F -26,758 shares

    0.93% of the 13F portfolio, value $871,687.

    13F-HR 0001214659-25-005623 filed by PMG Wealth Management, Inc.
    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 37,604 shares
    Change vs previous 13F not available

    3.01% of the 13F portfolio, value $3,305,348.

    13F-HR 0001214659-25-001715 filed by PMG Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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