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Disclosery

ADE, LLC: SGOV position timeline

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

ADE, LLC held 59,477 SGOV shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 59,477 shares
    Change vs previous 13F -2,383 shares

    2.53% of the 13F portfolio, value $5,987,500.

    13F-HR 0001845950-26-000005 filed by ADE, 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 61,860 shares
    Change vs previous 13F +6,878 shares

    2.98% of the 13F portfolio, value $6,226,835.

    13F-HR 0001845950-26-000004 filed by ADE, 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 54,982 shares
    Change vs previous 13F -360 shares

    2.67% of the 13F portfolio, value $5,519,105.

    13F-HR 0001845950-26-000002 filed by ADE, 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 55,342 shares
    Change vs previous 13F +215 shares

    2.82% of the 13F portfolio, value $5,572,893.

    13F-HR 0001845950-25-000003 filed by ADE, 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 55,127 shares
    Change vs previous 13F -3,566 shares

    2.95% of the 13F portfolio, value $5,550,691.

    13F-HR 0001085146-25-004844 filed by ADE, 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 58,693 shares
    Change vs previous 13F -8,998 shares

    3.4% of the 13F portfolio, value $5,908,646.

    13F-HR 0001085146-25-002514 filed by ADE, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 67,691 shares
    Change vs previous 13F +8,674 shares

    4.17% of the 13F portfolio, value $6,790,718.

    13F-HR 0001085146-25-000298 filed by ADE, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 59,017 shares
    Change vs previous 13F not available

    3.65% of the 13F portfolio, value $5,944,190.

    13F-HR 0001085146-24-005171 filed by ADE, LLC
    Filed (acceptance time not in the bulk data set), ingested

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