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Spectrum Wealth Advisory Group, LLC: SPGP position timeline

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

Spectrum Wealth Advisory Group, LLC held 13,251 SPGP 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 13,251 shares
    Change vs previous 13F -239 shares

    0.46% of the 13F portfolio, value $1,620,427.

    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 13,490 shares
    Change vs previous 13F -1,180 shares

    0.54% of the 13F portfolio, value $1,451,768.

    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 14,670 shares
    Change vs previous 13F -1,726 shares

    0.61% of the 13F portfolio, value $1,670,354.

    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 16,396 shares
    Change vs previous 13F -24 shares

    0.77% of the 13F portfolio, value $1,862,881.

    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 16,420 shares
    Change vs previous 13F -98 shares

    0.82% of the 13F portfolio, value $1,768,444.

    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 16,518 shares
    Change vs previous 13F +2 shares

    0.79% of the 13F portfolio, value $1,649,821.

    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 16,516 shares
    Change vs previous 13F +1 shares

    0.82% of the 13F portfolio, value $1,732,192.

    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 16,515 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $1,728,609.

    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).