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Disclosery

Wallace Advisory Group, LLC: SPYG position timeline

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

Wallace Advisory Group, LLC held 12,452 SPYG shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,452 shares
    Change vs previous 13F +2,584 shares

    1.39% of the 13F portfolio, value $1,481,663.

    13F-HR 0001932645-26-000003 filed by Wallace Advisory Group, 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 9,868 shares
    Change vs previous 13F -892 shares

    1.03% of the 13F portfolio, value $966,176.

    13F-HR 0001932645-26-000002 filed by Wallace Advisory Group, 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 10,760 shares
    Change vs previous 13F -2,627 shares

    1.2% of the 13F portfolio, value $1,148,092.

    13F-HR 0001932645-26-000001 filed by Wallace Advisory Group, 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 13,387 shares
    Change vs previous 13F +210 shares

    1.03% of the 13F portfolio, value $1,276,049.

    13F-HR 0001932645-25-000002 filed by Wallace Advisory Group, 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 13,177 shares
    Change vs previous 13F -16 shares

    0.77% of the 13F portfolio, value $1,059,035.

    13F-HR 0001085146-25-004313 filed by Wallace Advisory Group, 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 13,193 shares
    Change vs previous 13F +4,214 shares

    0.8% of the 13F portfolio, value $1,159,665.

    13F-HR 0001085146-25-001938 filed by Wallace Advisory Group, 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 8,979 shares
    Change vs previous 13F -503 shares

    0.51% of the 13F portfolio, value $744,719.

    13F-HR 0001085146-25-000155 filed by Wallace Advisory Group, 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 9,482 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $759,793.

    13F-HR 0001085146-24-004642 filed by Wallace Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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