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Disclosery

SageGuard Financial Group, LLC: SPYI position timeline

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

SageGuard Financial Group, LLC held 136,997 SPYI shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 136,997 shares
    Change vs previous 13F +5,805 shares

    1.02% of the 13F portfolio, value $7,273,197.

    13F-HR 0002085853-26-000869 filed by SageGuard Financial 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 131,192 shares
    Change vs previous 13F -23,336 shares

    1% of the 13F portfolio, value $6,476,940.

    13F-HR 0002085853-26-000465 filed by SageGuard Financial 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 154,528 shares
    Change vs previous 13F not available

    1.29% of the 13F portfolio, value $8,117,334.

    13F-HR 0002085853-26-000111 filed by SageGuard Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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