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Livermore
Livermore
ZHEN

Von Berge Wealth Management Group, LLC

SEC CIK
0001908070
Latest filing
Oct 6, 2025

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by Von Berge Wealth Management Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SPY overviewAll 13F holders of SPYFull Q3 2025 holdings

Shares (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
15
Since Q4 2021
Holdings of SPY by Von Berge Wealth Management Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−2,305−100.0%Sold outHolders
Q2 20252,305$1.45M0.8%00.0%UnchangedHolders
Q1 20252,305$1.26M0.8%+130+6.0%AddedHolders
Q4 20242,175$1.32M0.8%00.0%UnchangedHolders
Q3 20242,175$1.29M0.8%−23−1.0%ReducedHolders
Q2 20242,198$1.20M0.8%+2+0.1%AddedHolders
Q1 20242,196$1.15M0.7%+2+0.1%AddedHolders
Q4 20232,194$1.05M0.8%+236+12.1%AddedHolders
Q3 20231,958$836.9K0.7%+2+0.1%AddedHolders
Q2 20231,956$867.1K0.7%+34+1.8%AddedHolders
Q1 20231,922$789.6K0.7%−107−5.3%ReducedHolders
Q4 20222,029$823.0K0.7%+2+0.1%AddedHolders
Q3 20222,027$730.0K0.8%+2+0.1%AddedHolders
Q2 20222,025$767.0K0.8%+124+6.5%AddedHolders
Q1 20221,901$832.0K0.8%+1+0.1%AddedHolders
Q4 20211,900$855.0K0.8%–No prior filingHolders