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Rodgers & Associates, LTD: SPYG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Rodgers & Associates, LTD on SPYG, newest first. How the timeline and the estimate are built.

Rodgers & Associates, LTD held 449,619 SPYG shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 449,619 shares
    Change vs previous 13F -21,169 shares

    4.86% of the 13F portfolio, value $53,500,139.

    13F-HR 0001172661-26-002709 filed by Rodgers & Associates, LTD
    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 470,788 shares
    Change vs previous 13F +2,956 shares

    4.69% of the 13F portfolio, value $46,094,892.

    13F-HR 0001172661-26-001592 filed by Rodgers & Associates, LTD
    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 467,832 shares
    Change vs previous 13F -8,951 shares

    5.05% of the 13F portfolio, value $49,917,675.

    13F-HR 0001172661-26-000265 filed by Rodgers & Associates, LTD
    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 476,783 shares
    Change vs previous 13F -10,750 shares

    5.14% of the 13F portfolio, value $49,828,545.

    13F-HR 0001172661-25-004586 filed by Rodgers & Associates, LTD
    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 487,533 shares
    Change vs previous 13F +25,256 shares

    5.11% of the 13F portfolio, value $46,471,598.

    13F-HR 0001172661-25-002755 filed by Rodgers & Associates, LTD
    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 462,277 shares
    Change vs previous 13F -6,739 shares

    4.53% of the 13F portfolio, value $37,153,199.

    13F-HR 0001172661-25-001534 filed by Rodgers & Associates, LTD
    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 469,016 shares
    Change vs previous 13F -22,443 shares

    4.91% of the 13F portfolio, value $41,226,513.

    13F-HR 0001172661-25-000271 filed by Rodgers & Associates, LTD
    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 491,459 shares
    Change vs previous 13F not available

    4.86% of the 13F portfolio, value $40,761,650.

    13F-HR 0001172661-24-004313 filed by Rodgers & Associates, LTD
    Filed (acceptance time not in the bulk data set), ingested

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