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Disclosery

SFG Wealth Management, LLC.: SPY position timeline

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

SFG Wealth Management, LLC. held 41,163 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,163 shares
    Change vs previous 13F -4,247 shares

    11.05% of the 13F portfolio, value $30,739,135.

    13F-HR 0001908914-26-000005 filed by SFG 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 45,410 shares
    Change vs previous 13F -11,587 shares

    12.16% of the 13F portfolio, value $29,531,592.

    13F-HR 0001908914-26-000003 filed by SFG 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 56,997 shares
    Change vs previous 13F -37,934 shares

    15.27% of the 13F portfolio, value $38,867,418.

    13F-HR 0001908914-26-000002 filed by SFG 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 94,931 shares
    Change vs previous 13F +2,042 shares

    27.39% of the 13F portfolio, value $63,240,852.

    13F-HR 0001908914-25-000005 filed by SFG 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 92,889 shares
    Change vs previous 13F +1,390 shares

    34.68% of the 13F portfolio, value $57,391,335.

    13F-HR 0001085146-25-004187 filed by SFG 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 91,499 shares
    Change vs previous 13F +1,301 shares

    25% of the 13F portfolio, value $51,183,355.

    13F-HR 0001085146-25-002300 filed by SFG 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 90,198 shares
    Change vs previous 13F +1,362 shares

    27.74% of the 13F portfolio, value $52,863,045.

    13F-HR 0001085146-25-000281 filed by SFG 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 88,836 shares
    Change vs previous 13F not available

    27.04% of the 13F portfolio, value $50,970,366.

    13F-HR 0001085146-24-005294 filed by SFG Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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