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1900 WEALTH MANAGEMENT LLC: SGOV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 1900 WEALTH MANAGEMENT LLC on SGOV, newest first. How the timeline and the estimate are built.

1900 WEALTH MANAGEMENT LLC held 31,391 SGOV shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 31,391 shares
    Change vs previous 13F -8,576 shares

    0.17% of the 13F portfolio, value $3,160,466.

    13F-HR 0001791996-26-000006 filed by 1900 WEALTH MANAGEMENT LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 39,967 shares
    Change vs previous 13F +104 shares

    0.22% of the 13F portfolio, value $4,023,494.

    13F-HR 0001791996-26-000005 filed by 1900 WEALTH 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 ended2026-03-31
    13F 39,863 shares
    Change vs previous 13F +2,674 shares

    0.26% of the 13F portfolio, value $4,012,632.

    13F-HR 0001791996-26-000004 filed by 1900 WEALTH 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 ended2025-12-31
    13F 37,189 shares
    Change vs previous 13F +18,211 shares

    0.24% of the 13F portfolio, value $3,733,047.

    13F-HR 0001791996-26-000001 filed by 1900 WEALTH 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 ended2025-09-30
    13F 18,978 shares
    Change vs previous 13F +11,490 shares

    0.13% of the 13F portfolio, value $1,911,131.

    13F-HR 0001791996-25-000007 filed by 1900 WEALTH 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 ended2025-06-30
    13F 7,488 shares
    Change vs previous 13F -16,769 shares

    0.06% of the 13F portfolio, value $753,978.

    13F-HR 0001791996-25-000006 filed by 1900 WEALTH 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 ended2025-03-31
    13F 24,257 shares
    Change vs previous 13F +4,484 shares

    0.2% of the 13F portfolio, value $2,441,908.

    13F-HR 0001791996-25-000005 filed by 1900 WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 19,773 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,983,628.

    13F-HR 0001791996-25-000001 filed by 1900 WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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