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Disclosery

4WEALTH ADVISORS, INC.: SGOV position timeline

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

4WEALTH ADVISORS, INC. held 18,472 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 18,472 shares
    Change vs previous 13F -123 shares

    1.29% of the 13F portfolio, value $1,859,840.

    13F-HR 0001941040-26-000721 filed by 4WEALTH ADVISORS, INC.
    Accepted , ingested

  2. period ended2026-06-30
    13F 18,595 shares
    Change vs previous 13F +315 shares

    1.44% of the 13F portfolio, value $1,871,946.

    13F-HR 0001941040-26-000425 filed by 4WEALTH 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 ended2026-03-31
    13F 18,280 shares
    Change vs previous 13F +100 shares

    1.57% of the 13F portfolio, value $1,840,040.

    13F-HR 0001941040-26-000269 filed by 4WEALTH 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 ended2025-12-31
    13F 18,180 shares
    Change vs previous 13F -39 shares

    1.58% of the 13F portfolio, value $1,824,860.

    13F-HR 0001941040-26-000036 filed by 4WEALTH 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 ended2025-09-30
    13F 18,219 shares
    Change vs previous 13F -738 shares

    1.7% of the 13F portfolio, value $1,834,603.

    13F-HR 0001941040-25-000575 filed by 4WEALTH 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 ended2025-06-30
    13F 18,957 shares
    Change vs previous 13F +107 shares

    1.98% of the 13F portfolio, value $1,908,760.

    13F-HR 0001941040-25-000412 filed by 4WEALTH 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 ended2025-03-31
    13F 18,850 shares
    Change vs previous 13F -1,315 shares

    2.1% of the 13F portfolio, value $1,897,645.

    13F-HR 0001941040-25-000258 filed by 4WEALTH 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 ended2024-12-31
    13F 20,165 shares
    Change vs previous 13F not available

    2.07% of the 13F portfolio, value $2,022,977.

    13F-HR 0001941040-25-000166 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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