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Disclosery

Capital Analysts, LLC: SPYG position timeline

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

Capital Analysts, LLC held 224,220 SPYG shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 224,220 shares
    Change vs previous 13F -2,512 shares

    0.61% of the 13F portfolio, value $26,680,000.

    13F-HR 0001624758-26-000011 filed by Capital Analysts, 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 226,732 shares
    Change vs previous 13F -1,508 shares

    0.58% of the 13F portfolio, value $22,199,000.

    13F-HR 0001624758-26-000005 filed by Capital Analysts, 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/A 228,240 shares
    Change vs previous 13F +13,483 shares

    0.67% of the 13F portfolio, value $24,353,000.

    13F-HR/A 0001624758-26-000008 filed by Capital Analysts, 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 214,757 shares
    Change vs previous 13F +62,220 shares

    0.65% of the 13F portfolio, value $22,445,000.

    13F-HR 0001624758-25-000011 filed by Capital Analysts, 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 152,537 shares
    Change vs previous 13F +4,342 shares

    0.48% of the 13F portfolio, value $14,539,000.

    13F-HR 0001624758-25-000006 filed by Capital Analysts, 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 148,195 shares
    Change vs previous 13F +16,325 shares

    0.44% of the 13F portfolio, value $11,910,000.

    13F-HR 0001624758-25-000004 filed by Capital Analysts, 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 131,870 shares
    Change vs previous 13F -12,780 shares

    0.47% of the 13F portfolio, value $11,591,000.

    13F-HR 0001624758-25-000002 filed by Capital Analysts, LLC
    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 144,650 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $11,997,000.

    13F-HR 0001624758-24-000014 filed by Capital Analysts, LLC
    Filed (acceptance time not in the bulk data set), ingested

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