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Disclosery

Wealth Group Ltd: SPY position timeline

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

Wealth Group Ltd held 3,174 SPY 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 3,174 shares
    Change vs previous 13F +37 shares

    0.45% of the 13F portfolio, value $2,442,837.

    13F-HR 0002010748-26-000006 filed by Wealth Group Ltd
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,137 shares
    Change vs previous 13F 0 shares

    0.45% of the 13F portfolio, value $2,342,617.

    13F-HR 0002010748-26-000003 filed by Wealth Group Ltd
    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 3,137 shares
    Change vs previous 13F +24 shares

    0.46% of the 13F portfolio, value $2,040,117.

    13F-HR 0002010748-26-000002 filed by Wealth Group Ltd
    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 3,113 shares
    Change vs previous 13F +19 shares

    0.48% of the 13F portfolio, value $2,122,817.

    13F-HR 0002010748-26-000001 filed by Wealth Group Ltd
    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 3,094 shares
    Change vs previous 13F -70 shares

    0.48% of the 13F portfolio, value $2,061,161.

    13F-HR 0002010748-25-000006 filed by Wealth Group Ltd
    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 3,164 shares
    Change vs previous 13F +36 shares

    0.5% of the 13F portfolio, value $1,954,877.

    13F-HR 0002010748-25-000003 filed by Wealth Group Ltd
    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 3,128 shares
    Change vs previous 13F +99 shares

    0.51% of the 13F portfolio, value $1,749,772.

    13F-HR 0002010748-25-000002 filed by Wealth Group Ltd
    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 3,029 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $1,775,236.

    13F-HR 0002010748-25-000001 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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