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Towerpoint Wealth, LLC: SPYG position timeline

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

Towerpoint Wealth, LLC held 33,225 SPYG shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,225 shares
    Change vs previous 13F -301 shares

    1.37% of the 13F portfolio, value $3,953,394.

    13F-HR 0001731445-26-000004 filed by Towerpoint Wealth, 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 33,526 shares
    Change vs previous 13F -1,803 shares

    1.32% of the 13F portfolio, value $3,282,563.

    13F-HR 0001731445-26-000002 filed by Towerpoint Wealth, 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 35,329 shares
    Change vs previous 13F -1,835 shares

    1.49% of the 13F portfolio, value $3,769,593.

    13F-HR 0001731445-26-000001 filed by Towerpoint Wealth, 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 37,164 shares
    Change vs previous 13F -1,595 shares

    1.59% of the 13F portfolio, value $3,883,960.

    13F-HR 0001085146-25-005830 filed by Towerpoint Wealth, 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 38,759 shares
    Change vs previous 13F -1,351 shares

    1.64% of the 13F portfolio, value $3,694,546.

    13F-HR 0001085146-25-003692 filed by Towerpoint Wealth, 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 40,110 shares
    Change vs previous 13F -671 shares

    1.6% of the 13F portfolio, value $3,223,652.

    13F-HR 0001085146-25-001961 filed by Towerpoint Wealth, 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 40,781 shares
    Change vs previous 13F -1,069 shares

    1.76% of the 13F portfolio, value $3,584,675.

    13F-HR 0001085146-25-000191 filed by Towerpoint Wealth, 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 41,850 shares
    Change vs previous 13F not available

    1.64% of the 13F portfolio, value $3,471,067.

    13F-HR 0001085146-24-004735 filed by Towerpoint Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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