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Wells Financial Advisors INC: SPYG position timeline

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

Wells Financial Advisors INC held 11,977 SPYG shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,977 shares
    Change vs previous 13F +12 shares

    13.23% of the 13F portfolio, value $1,425,143.

    13F-HR 0001844454-26-000004 filed by Wells Financial Advisors INC
    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 11,965 shares
    Change vs previous 13F -9,901 shares

    5.33% of the 13F portfolio, value $1,171,493.

    13F-HR 0001844454-26-000003 filed by Wells Financial Advisors INC
    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 21,866 shares
    Change vs previous 13F -8,691 shares

    4.43% of the 13F portfolio, value $2,333,102.

    13F-HR 0001844454-26-000001 filed by Wells Financial Advisors INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 30,557 shares
    Change vs previous 13F -1,135 shares

    4.27% of the 13F portfolio, value $3,193,512.

    13F-HR 0001844454-25-000007 filed by Wells Financial Advisors INC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 31,692 shares
    Change vs previous 13F -1,095 shares

    4.15% of the 13F portfolio, value $3,020,881.

    13F-HR 0001844454-25-000005 filed by Wells Financial Advisors INC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 32,787 shares
    Change vs previous 13F -248 shares

    3.63% of the 13F portfolio, value $2,635,091.

    13F-HR 0001844454-25-000004 filed by Wells Financial Advisors INC
    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 33,035 shares
    Change vs previous 13F -6,634 shares

    3.96% of the 13F portfolio, value $2,903,777.

    13F-HR 0001844454-25-000002 filed by Wells Financial Advisors INC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 39,669 shares
    Change vs previous 13F not available

    4.45% of the 13F portfolio, value $3,290,147.

    13F-HR 0001844454-24-000006 filed by Wells Financial Advisors INC
    Filed (acceptance time not in the bulk data set), ingested

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