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Disclosery

Silver Grove Financial Group, Inc.: SPY position timeline

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

Silver Grove Financial Group, Inc. held 1,766 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,766 shares
    Change vs previous 13F +12 shares

    0.71% of the 13F portfolio, value $1,318,537.

    13F-HR 0002111172-26-000004 filed by Silver Grove Financial Group, 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 1,754 shares
    Change vs previous 13F -332 shares

    0.92% of the 13F portfolio, value $1,140,843.

    13F-HR 0002111172-26-000003 filed by Silver Grove Financial Group, 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 2,086 shares
    Change vs previous 13F +93 shares

    1.23% of the 13F portfolio, value $1,422,820.

    13F-HR 0002111172-26-000002 filed by Silver Grove Financial Group, 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 1,993 shares
    Change vs previous 13F not available

    1.26% of the 13F portfolio, value $1,327,367.

    13F-HR 0002111172-26-000001 filed by Silver Grove Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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