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Affinity Capital Advisors, LLC: SGOV position timeline

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

Affinity Capital Advisors, LLC held 177,956 SGOV shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 177,956 shares
    Change vs previous 13F -20,226 shares

    2.21% of the 13F portfolio, value $17,873,913.

    13F-HR 0001810023-26-000004 filed by Affinity Capital Advisors, 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 198,182 shares
    Change vs previous 13F +36,718 shares

    2.8% of the 13F portfolio, value $19,948,954.

    13F-HR 0001810023-26-000002 filed by Affinity Capital Advisors, 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 161,464 shares
    Change vs previous 13F +76,907 shares

    2.24% of the 13F portfolio, value $16,207,752.

    13F-HR 0001810023-26-000001 filed by Affinity Capital Advisors, 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 84,557 shares
    Change vs previous 13F +69,902 shares

    1.3% of the 13F portfolio, value $8,487,832.

    13F-HR 0001085146-25-005856 filed by Affinity Capital Advisors, 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 14,655 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $1,475,612.

    13F-HR 0001085146-25-003684 filed by Affinity Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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