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Disclosery

Private Wealth Group, LLC: SPYG position timeline

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

Private Wealth Group, LLC held 44,546 SPYG shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 44,546 shares
    Change vs previous 13F -1,023 shares

    2.05% of the 13F portfolio, value $5,300,529.

    13F-HR 0001420506-26-001200 filed by Private Wealth Group, 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/A 45,569 shares
    Change vs previous 13F +1,141 shares

    2.08% of the 13F portfolio, value $4,461,661.

    13F-HR/A 0001420506-26-000712 filed by Private Wealth Group, 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 44,428 shares
    Change vs previous 13F -874 shares

    2.27% of the 13F portfolio, value $4,740,468.

    13F-HR 0001420506-26-000029 filed by Private Wealth Group, 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 45,302 shares
    Change vs previous 13F -4,963 shares

    2.36% of the 13F portfolio, value $4,734,512.

    13F-HR 0001420506-25-002897 filed by Private Wealth Group, 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 50,265 shares
    Change vs previous 13F +9,800 shares

    2.55% of the 13F portfolio, value $4,791,260.

    13F-HR 0001420506-25-001548 filed by Private Wealth Group, 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 40,465 shares
    Change vs previous 13F -2,982 shares

    1.91% of the 13F portfolio, value $3,252,172.

    13F-HR 0001420506-25-000781 filed by Private Wealth Group, 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 43,447 shares
    Change vs previous 13F -284 shares

    1.87% of the 13F portfolio, value $3,818,991.

    13F-HR 0001420506-25-000046 filed by Private Wealth Group, 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 43,731 shares
    Change vs previous 13F not available

    1.81% of the 13F portfolio, value $3,627,049.

    13F-HR 0001420506-24-002180 filed by Private Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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