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Disclosery

Ackerman Asset Management, LLC: SGOV position timeline

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

Ackerman Asset Management, LLC held 27,726 SGOV shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,726 shares
    Change vs previous 13F -801 shares

    1.67% of the 13F portfolio, value $2,791,176.

    13F-HR 0002067071-26-000003 filed by Ackerman Asset Management, 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 28,527 shares
    Change vs previous 13F -700 shares

    2% of the 13F portfolio, value $2,871,528.

    13F-HR 0002067071-26-000002 filed by Ackerman Asset 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 ended2025-12-31
    13F 29,227 shares
    Change vs previous 13F -1,089 shares

    1.95% of the 13F portfolio, value $2,933,806.

    13F-HR 0002067071-26-000001 filed by Ackerman Asset 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 ended2025-09-30
    13F 30,316 shares
    Change vs previous 13F +1,053 shares

    2.19% of the 13F portfolio, value $3,052,821.

    13F-HR 0002067071-25-000004 filed by Ackerman Asset 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 ended2025-06-30
    13F 29,263 shares
    Change vs previous 13F +1,223 shares

    2.36% of the 13F portfolio, value $2,946,491.

    13F-HR 0002067071-25-000003 filed by Ackerman Asset 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 ended2025-03-31
    13F 28,040 shares
    Change vs previous 13F not available

    2.55% of the 13F portfolio, value $2,822,787.

    13F-HR 0002067071-25-000002 filed by Ackerman Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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