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Disclosery

VANCE WEALTH, LLC: SPYG position timeline

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

VANCE WEALTH, LLC held 22,367 SPYG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,367 shares
    Change vs previous 13F -124 shares

    0.6% of the 13F portfolio, value $2,661,449.

    13F-HR 0001951757-26-001264 filed by VANCE 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 22,491 shares
    Change vs previous 13F -771 shares

    0.64% of the 13F portfolio, value $2,202,094.

    13F-HR 0001951757-26-000879 filed by VANCE 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/A 23,262 shares
    Change vs previous 13F -2,925 shares

    0.74% of the 13F portfolio, value $2,482,055.

    13F-HR/A 0001951757-26-000476 filed by VANCE 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 26,187 shares
    Change vs previous 13F -490 shares

    0.84% of the 13F portfolio, value $2,736,803.

    13F-HR 0001951757-25-001441 filed by VANCE 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 26,677 shares
    Change vs previous 13F -2,375 shares

    0.86% of the 13F portfolio, value $2,542,852.

    13F-HR 0001951757-25-001086 filed by VANCE 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 29,052 shares
    Change vs previous 13F -813 shares

    0.88% of the 13F portfolio, value $2,334,909.

    13F-HR 0001951757-25-000555 filed by VANCE 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 29,865 shares
    Change vs previous 13F -1,418 shares

    1.01% of the 13F portfolio, value $2,625,134.

    13F-HR 0001951757-25-000262 filed by VANCE 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 31,283 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $2,594,612.

    13F-HR 0001951757-24-001187 filed by VANCE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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