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SIMA Wealth Partners, LLC: SPYG position timeline

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

SIMA Wealth Partners, LLC held 88,798 SPYG shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 88,798 shares
    Change vs previous 13F -4,407 shares

    7.49% of the 13F portfolio, value $10,566,045.

    13F-HR 0002135539-26-000011 filed by SIMA Wealth Partners, 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 93,205 shares
    Change vs previous 13F -932 shares

    6.95% of the 13F portfolio, value $9,125,677.

    13F-HR 0002135539-26-000001 filed by SIMA Wealth Partners, 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 94,137 shares
    Change vs previous 13F -5,407 shares

    7.64% of the 13F portfolio, value $10,044,414.

    13F-HR 0002135539-26-000003 filed by SIMA Wealth Partners, 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 99,544 shares
    Change vs previous 13F +151 shares

    7.96% of the 13F portfolio, value $10,403,339.

    13F-HR 0002135539-26-000004 filed by SIMA Wealth Partners, 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 99,393 shares
    Change vs previous 13F -7,048 shares

    7.65% of the 13F portfolio, value $9,474,142.

    13F-HR 0002135539-26-000006 filed by SIMA Wealth Partners, 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 106,441 shares
    Change vs previous 13F +7,193 shares

    7.1% of the 13F portfolio, value $8,554,664.

    13F-HR 0002135539-26-000007 filed by SIMA Wealth Partners, 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 99,248 shares
    Change vs previous 13F +23,697 shares

    7.41% of the 13F portfolio, value $8,723,900.

    13F-HR 0002135539-26-000008 filed by SIMA Wealth Partners, 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 75,551 shares
    Change vs previous 13F not available

    5.44% of the 13F portfolio, value $6,266,201.

    13F-HR 0002135539-26-000009 filed by SIMA Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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