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WALLER FINANCIAL PLANNING GROUP, INC: SPYG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WALLER FINANCIAL PLANNING GROUP, INC on SPYG, newest first. How the timeline and the estimate are built.

WALLER FINANCIAL PLANNING GROUP, INC held 374,184 SPYG shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 374,184 shares
    Change vs previous 13F +21,381 shares

    9.35% of the 13F portfolio, value $46,054,541.

    13F-HR 0001214659-26-012630 filed by WALLER FINANCIAL PLANNING GROUP, INC
    Accepted , ingested

  2. period ended2026-06-30
    13F 352,803 shares
    Change vs previous 13F -31,796 shares

    8.64% of the 13F portfolio, value $41,980,082.

    13F-HR 0001214659-26-008295 filed by WALLER FINANCIAL PLANNING GROUP, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 384,599 shares
    Change vs previous 13F +31,401 shares

    8.31% of the 13F portfolio, value $37,656,045.

    13F-HR 0001214659-26-004321 filed by WALLER FINANCIAL PLANNING GROUP, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 353,198 shares
    Change vs previous 13F +251,181 shares

    8.37% of the 13F portfolio, value $37,686,227.

    13F-HR 0001214659-26-000397 filed by WALLER FINANCIAL PLANNING GROUP, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 102,017 shares
    Change vs previous 13F +2,255 shares

    2.45% of the 13F portfolio, value $10,661,797.

    13F-HR 0001214659-25-014790 filed by WALLER FINANCIAL PLANNING GROUP, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 99,762 shares
    Change vs previous 13F +17,896 shares

    2.3% of the 13F portfolio, value $9,509,314.

    13F-HR 0001214659-25-009926 filed by WALLER FINANCIAL PLANNING GROUP, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 81,866 shares
    Change vs previous 13F -8,140 shares

    1.85% of the 13F portfolio, value $6,579,570.

    13F-HR 0001214659-25-005278 filed by WALLER FINANCIAL PLANNING GROUP, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 90,006 shares
    Change vs previous 13F not available

    1.99% of the 13F portfolio, value $7,911,527.

    13F-HR 0001214659-25-000086 filed by WALLER FINANCIAL PLANNING GROUP, INC
    Filed (acceptance time not in the bulk data set), ingested

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