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STRATEGIC PLANNING GROUP, LLC: SPY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of STRATEGIC PLANNING GROUP, LLC on SPY, newest first. How the timeline and the estimate are built.

STRATEGIC PLANNING GROUP, LLC held 979 SPY 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 979 shares
    Change vs previous 13F +227 shares

    0.08% of the 13F portfolio, value $731,201.

    13F-HR 0001875525-26-000004 filed by STRATEGIC PLANNING 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 752 shares
    Change vs previous 13F -24 shares

    0.07% of the 13F portfolio, value $489,704.

    13F-HR 0001875525-26-000003 filed by STRATEGIC PLANNING 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 776 shares
    Change vs previous 13F +38 shares

    0.07% of the 13F portfolio, value $529,611.

    13F-HR 0001875525-26-000001 filed by STRATEGIC PLANNING 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 738 shares
    Change vs previous 13F +1 shares

    0.07% of the 13F portfolio, value $491,902.

    13F-HR 0001875525-25-000002 filed by STRATEGIC PLANNING 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 737 shares
    Change vs previous 13F +25 shares

    0.07% of the 13F portfolio, value $455,422.

    13F-HR 0001085146-25-003779 filed by STRATEGIC PLANNING 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 712 shares
    Change vs previous 13F +267 shares

    0.08% of the 13F portfolio, value $398,528.

    13F-HR 0001085146-25-001997 filed by STRATEGIC PLANNING 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 445 shares
    Change vs previous 13F +11 shares

    0.05% of the 13F portfolio, value $260,864.

    13F-HR 0001085146-25-000435 filed by STRATEGIC PLANNING 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 434 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $249,468.

    13F-HR 0001085146-24-004940 filed by STRATEGIC PLANNING GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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