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WealthTrak Capital Management LLC: SPYG position timeline

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

WealthTrak Capital Management LLC held 41,461 SPYG shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,461 shares
    Change vs previous 13F +22,378 shares

    3.24% of the 13F portfolio, value $4,933,444.

    13F-HR 0002052710-26-000003 filed by WealthTrak Capital Management 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 19,083 shares
    Change vs previous 13F -32,168 shares

    1.33% of the 13F portfolio, value $1,868,417.

    13F-HR 0002052710-26-000002 filed by WealthTrak Capital Management 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 51,251 shares
    Change vs previous 13F +20,838 shares

    3.92% of the 13F portfolio, value $5,468,482.

    13F-HR 0002052710-26-000001 filed by WealthTrak Capital Management 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 30,413 shares
    Change vs previous 13F -21,529 shares

    2.62% of the 13F portfolio, value $3,178,463.

    13F-HR 0002052710-25-000008 filed by WealthTrak Capital Management 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 51,942 shares
    Change vs previous 13F -1,222 shares

    4.14% of the 13F portfolio, value $4,951,112.

    13F-HR 0002052710-25-000004 filed by WealthTrak Capital Management 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 53,164 shares
    Change vs previous 13F +6,718 shares

    3.68% of the 13F portfolio, value $4,272,791.

    13F-HR 0002052710-25-000002 filed by WealthTrak Capital Management 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 46,446 shares
    Change vs previous 13F not available

    3.45% of the 13F portfolio, value $4,082,604.

    13F-HR 0002052710-25-000001 filed by WealthTrak Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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