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Three Cord True Wealth Management, LLC: SPYG position timeline

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

Three Cord True Wealth Management, LLC held 266,058 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 266,058 shares
    Change vs previous 13F +16,937 shares

    15.06% of the 13F portfolio, value $31,658,273.

    13F-HR 0002085853-26-000823 filed by Three Cord True Wealth Management, 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 249,121 shares
    Change vs previous 13F +12,235 shares

    13.55% of the 13F portfolio, value $24,391,435.

    13F-HR 0002085853-26-000502 filed by Three Cord True Wealth Management, 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 236,886 shares
    Change vs previous 13F -7,864 shares

    14.7% of the 13F portfolio, value $25,275,747.

    13F-HR 0002085853-26-000203 filed by Three Cord True Wealth Management, 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 244,750 shares
    Change vs previous 13F +3,813 shares

    17.31% of the 13F portfolio, value $25,578,824.

    13F-HR 0002085853-25-000223 filed by Three Cord True Wealth Management, 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/A 240,937 shares
    Change vs previous 13F +16,416 shares

    17.15% of the 13F portfolio, value $22,966,112.

    13F-HR/A 0001667731-25-001055 filed by Three Cord True Wealth Management, 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 224,521 shares
    Change vs previous 13F +7,953 shares

    15.48% of the 13F portfolio, value $18,044,746.

    13F-HR 0001667731-25-000477 filed by Three Cord True Wealth Management, 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 216,568 shares
    Change vs previous 13F not available

    16.47% of the 13F portfolio, value $19,036,386.

    13F-HR 0001667731-25-000283 filed by Three Cord True Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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