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TPG Financial Advisors, LLC: SPYG position timeline

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

TPG Financial Advisors, LLC held 143,799 SPYG shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 143,799 shares
    Change vs previous 13F +3,530 shares

    5.11% of the 13F portfolio, value $17,110,643.

    13F-HR 0001706669-26-000008 filed by TPG Financial Advisors, 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 140,269 shares
    Change vs previous 13F -2,906 shares

    4.47% of the 13F portfolio, value $13,733,738.

    13F-HR 0001706669-26-000006 filed by TPG Financial Advisors, 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 143,175 shares
    Change vs previous 13F -24,829 shares

    5.1% of the 13F portfolio, value $15,276,773.

    13F-HR 0001706669-26-000003 filed by TPG Financial Advisors, 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 168,004 shares
    Change vs previous 13F +439 shares

    6.54% of the 13F portfolio, value $17,558,098.

    13F-HR 0001706669-25-000009 filed by TPG Financial Advisors, 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 167,565 shares
    Change vs previous 13F -60,383 shares

    6.39% of the 13F portfolio, value $15,972,296.

    13F-HR 0001706669-25-000007 filed by TPG Financial Advisors, 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 227,948 shares
    Change vs previous 13F +91,231 shares

    8.1% of the 13F portfolio, value $18,320,181.

    13F-HR 0001706669-25-000004 filed by TPG Financial Advisors, 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 136,717 shares
    Change vs previous 13F +8,126 shares

    5.23% of the 13F portfolio, value $12,017,424.

    13F-HR 0001706669-25-000001 filed by TPG Financial Advisors, 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 128,591 shares
    Change vs previous 13F not available

    4.8% of the 13F portfolio, value $10,665,338.

    13F-HR 0001706669-24-000004 filed by TPG Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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