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ADVISORY RESEARCH INC: SGOV position timeline

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

ADVISORY RESEARCH INC held 76,730 SGOV shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 76,730 shares
    Change vs previous 13F +16,619 shares

    0.77% of the 13F portfolio, value $7,724,409.

    13F-HR 0000902584-26-000007 filed by ADVISORY RESEARCH INC
    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 60,111 shares
    Change vs previous 13F -12,077 shares

    0.74% of the 13F portfolio, value $6,050,773.

    13F-HR 0000902584-26-000003 filed by ADVISORY RESEARCH INC
    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 72,188 shares
    Change vs previous 13F +21,061 shares

    0.91% of the 13F portfolio, value $7,246,231.

    13F-HR 0000902584-26-000002 filed by ADVISORY RESEARCH INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 51,127 shares
    Change vs previous 13F -27,670 shares

    0.68% of the 13F portfolio, value $5,148,489.

    13F-HR 0000902584-25-000004 filed by ADVISORY RESEARCH INC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 78,797 shares
    Change vs previous 13F +5,238 shares

    1.22% of the 13F portfolio, value $7,934,070.

    13F-HR 0001085146-25-005021 filed by ADVISORY RESEARCH INC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 73,559 shares
    Change vs previous 13F +45,213 shares

    1.31% of the 13F portfolio, value $7,405,185.

    13F-HR 0001085146-25-003120 filed by ADVISORY RESEARCH INC
    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 28,346 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $2,843,671.

    13F-HR 0001085146-25-001329 filed by ADVISORY RESEARCH INC
    Filed (acceptance time not in the bulk data set), ingested

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