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Disclosery

Wealth Group Ltd: SPYM position timeline

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

Wealth Group Ltd held 20,342 SPYM 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 20,342 shares
    Change vs previous 13F -19 shares

    0.34% of the 13F portfolio, value $1,843,027.

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

  2. period ended2026-06-30
    13F 20,361 shares
    Change vs previous 13F -40 shares

    0.34% of the 13F portfolio, value $1,789,294.

    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 20,401 shares
    Change vs previous 13F +1,119 shares

    0.36% of the 13F portfolio, value $1,561,475.

    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 19,282 shares
    Change vs previous 13F +32 shares

    0.35% of the 13F portfolio, value $1,546,789.

    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 19,250 shares
    Change vs previous 13F -4,571 shares

    0.35% of the 13F portfolio, value $1,508,041.

    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 23,821 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $1,731,548.

    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).