Stone Summit Wealth LLC: SPYG position timeline

Stone Summit Wealth LLC held 61,190 SPYG shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 61,190 shares

   Change vs previous 13F +3,441 shares

   1.85% of the 13F portfolio, value $7,280,998.

   13F-HR 0001754960-26-000614 filed by Stone Summit Wealth LLC
   Filed 2026-07-23 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 57,749 shares

   Change vs previous 13F +5,242 shares

   1.57% of the 13F portfolio, value $5,654,205.

   13F-HR 0002085853-26-000460 filed by Stone Summit Wealth LLC
   Filed 2026-04-23 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 52,507 shares

   Change vs previous 13F +5,910 shares

   1.52% of the 13F portfolio, value $5,602,497.

   13F-HR 0002085853-26-000102 filed by Stone Summit Wealth LLC
   Filed 2026-01-27 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 46,597 shares

   Change vs previous 13F -2,033 shares

   1.38% of the 13F portfolio, value $4,869,874.

   13F-HR 0002085853-25-000137 filed by Stone Summit Wealth LLC
   Filed 2025-10-22 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 48,630 shares

   Change vs previous 13F +26,163 shares

   1.44% of the 13F portfolio, value $4,635,427.

   13F-HR 0001667731-25-000854 filed by Stone Summit Wealth LLC
   Filed 2025-07-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 22,467 shares

   Change vs previous 13F +1,150 shares

   0.61% of the 13F portfolio, value $1,805,682.

   13F-HR 0001667731-25-000518 filed by Stone Summit Wealth LLC
   Filed 2025-04-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 21,317 shares

   Change vs previous 13F +814 shares

   0.63% of the 13F portfolio, value $1,873,770.

   13F-HR 0001667731-25-000149 filed by Stone Summit Wealth LLC
   Filed 2025-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 20,503 shares

   Change vs previous 13F not available

   0.55% of the 13F portfolio, value $1,700,519.

   13F-HR 0001908192-24-000004 filed by Stone Summit Wealth LLC
   Filed 2024-10-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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