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Disclosery

Alpha Wealth Funds, LLC: SGOV position timeline

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

Alpha Wealth Funds, LLC held 1,221,972 SGOV shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,221,972 shares
    Change vs previous 13F +119,912 shares

    76.17% of the 13F portfolio, value $123,015,927.

    13F-HR 0002059327-26-000003 filed by Alpha Wealth Funds, 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 1,102,060 shares
    Change vs previous 13F +50,992 shares

    78.94% of the 13F portfolio, value $110,933,360.

    13F-HR 0002059327-26-000002 filed by Alpha Wealth Funds, 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 1,051,068 shares
    Change vs previous 13F +199,261 shares

    70.85% of the 13F portfolio, value $105,506,206.

    13F-HR 0002059327-26-000001 filed by Alpha Wealth Funds, 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 851,807 shares
    Change vs previous 13F +180,980 shares

    70.17% of the 13F portfolio, value $85,776,965.

    13F-HR 0002059327-25-000008 filed by Alpha Wealth Funds, 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/A 670,827 shares
    Change vs previous 13F +81,493 shares

    63.16% of the 13F portfolio, value $67,545,571.

    13F-HR/A 0002059327-25-000007 filed by Alpha Wealth Funds, 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 589,334 shares
    Change vs previous 13F +134,212 shares

    64.39% of the 13F portfolio, value $59,328,254.

    13F-HR 0002059327-25-000005 filed by Alpha Wealth Funds, 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 455,122 shares
    Change vs previous 13F not available

    47.78% of the 13F portfolio, value $45,657,839.

    13F-HR 0002059327-25-000001 filed by Alpha Wealth Funds, LLC
    Filed (acceptance time not in the bulk data set), ingested

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