Skip to content
Disclosery

Stone Wealth Partners: SPYG position timeline

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

Stone Wealth Partners held 133,745 SPYG shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 133,745 shares
    Change vs previous 13F -1,121 shares

    11.64% of the 13F portfolio, value $15,914,564.

    13F-HR 0001754960-26-000549 filed by Stone Wealth Partners
    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 134,866 shares
    Change vs previous 13F +7,923 shares

    11.86% of the 13F portfolio, value $13,204,700.

    13F-HR 0001754960-26-000370 filed by Stone Wealth Partners
    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 126,943 shares
    Change vs previous 13F not available

    12.06% of the 13F portfolio, value $13,544,851.

    13F-HR 0001754960-26-000192 filed by Stone Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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