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Spectrum Wealth Advisory Group, LLC: RECS position timeline

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

Spectrum Wealth Advisory Group, LLC held 856,938 RECS shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 856,938 shares
    Change vs previous 13F +27,822 shares

    10.56% of the 13F portfolio, value $37,088,249.

    13F-HR 0001776821-26-000003 filed by Spectrum Wealth Advisory 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 829,116 shares
    Change vs previous 13F +12,888 shares

    12.02% of the 13F portfolio, value $32,318,946.

    13F-HR 0001776821-26-000002 filed by Spectrum Wealth Advisory 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 816,228 shares
    Change vs previous 13F -1,477 shares

    12.25% of the 13F portfolio, value $33,334,732.

    13F-HR 0001776821-26-000001 filed by Spectrum Wealth Advisory Group, 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 817,705 shares
    Change vs previous 13F -20,217 shares

    13.62% of the 13F portfolio, value $32,994,436.

    13F-HR 0001776821-25-000006 filed by Spectrum Wealth Advisory Group, 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 837,922 shares
    Change vs previous 13F -165,291 shares

    14.34% of the 13F portfolio, value $30,827,176.

    13F-HR 0001776821-25-000003 filed by Spectrum Wealth Advisory Group, 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 1,003,213 shares
    Change vs previous 13F +24,453 shares

    15.99% of the 13F portfolio, value $33,316,702.

    13F-HR 0001172661-25-002115 filed by Spectrum Wealth Advisory Group, 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 978,760 shares
    Change vs previous 13F +164,531 shares

    15.97% of the 13F portfolio, value $33,884,670.

    13F-HR 0001172661-25-000436 filed by Spectrum Wealth Advisory Group, 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 814,229 shares
    Change vs previous 13F not available

    15.48% of the 13F portfolio, value $27,610,514.

    13F-HR 0001172661-24-004512 filed by Spectrum Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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