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VestGen Advisors, LLC: SPY position timeline

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

VestGen Advisors, LLC held 74,123 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 74,123 shares
    Change vs previous 13F -13,339 shares

    1.63% of the 13F portfolio, value $55,352,954.

    13F-HR 0002050130-26-000005 filed by VestGen 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 87,462 shares
    Change vs previous 13F +25,624 shares

    1.81% of the 13F portfolio, value $64,563,014.

    13F-HR 0002050130-26-000004 filed by VestGen 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 61,838 shares
    Change vs previous 13F -116,956 shares

    1.79% of the 13F portfolio, value $42,168,417.

    13F-HR 0002050130-26-000001 filed by VestGen 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 178,794 shares
    Change vs previous 13F +24,901 shares

    3.97% of the 13F portfolio, value $119,108,585.

    13F-HR 0002050130-25-000006 filed by VestGen 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 153,893 shares
    Change vs previous 13F +7,407 shares

    3.79% of the 13F portfolio, value $95,144,793.

    13F-HR 0002050130-25-000005 filed by VestGen 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 146,486 shares
    Change vs previous 13F not available

    3.73% of the 13F portfolio, value $81,943,054.

    13F-HR 0002050130-25-000003 filed by VestGen Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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