CHGG β€” CHEGG INC

Ownership history in Spectrum Wealth Advisory Group, LLC  Β·  4 quarters on record

AI Ownership Summary

Spectrum Wealth Advisory Group, LLC reported CHEGG INC (CHGG) in 4 quarterly 13F filings from 2024 Q4 through 2025 Q3. Peak portfolio weight reached 0.03% in 2025 Q3. The latest visible filing shows CHGG at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CHGG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Spectrum Wealth Advisory Group, LLC's position in CHEGG INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

CHGG was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Spectrum Wealth Advisory Group, LLC held CHGG β€” position size vs. price
% of Fund (quarterly)    CHGG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 54,070 +5,700 +11.8% 0.03% $82K 2025-11-14 $1.09
2025 Q2 ADDED 48,370 +13,000 +36.8% 0.03% $59K 2025-08-12 $1.11
2025 Q1 ADDED 35,370 +22,220 +169.0% 0.01% $23K 2025-05-15 $0.82
2024 Q4 INITIATED 13,150 β€” β€” 0.01% $21K 2025-01-31 $1.54

FAQ About Spectrum Wealth Advisory Group, LLC and CHGG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Spectrum Wealth Advisory Group, LLC reported owning CHGG?

Spectrum Wealth Advisory Group, LLC reported CHGG across 4 quarterly 13F filings, from 2024 Q4 through 2025 Q3.

What was the largest reported CHGG position in Spectrum Wealth Advisory Group, LLC's portfolio?

The largest reported portfolio weight for CHGG was 0.03% in 2025 Q3.

What is the latest reported CHGG position on this page?

The most recent filing on this page is 2025 Q3, when Spectrum Wealth Advisory Group, LLC reported 54,070 shares, equal to 0.03% of portfolio, with an estimated market value of $82K.

What does the chart on this CHGG ownership page compare?

The chart compares Spectrum Wealth Advisory Group, LLC's quarterly CHGG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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