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Disclosery

Altiora Financial Group, LLC: SGOV position timeline

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

Altiora Financial Group, LLC held 80,209 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 80,209 shares
    Change vs previous 13F -118,947 shares

    1.27% of the 13F portfolio, value $8,074,627.

    13F-HR 0001986156-26-000004 filed by Altiora Financial Group, 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 199,156 shares
    Change vs previous 13F -19,411 shares

    3.3% of the 13F portfolio, value $20,047,068.

    13F-HR 0001986156-26-000002 filed by Altiora Financial Group, 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 218,567 shares
    Change vs previous 13F -96,212 shares

    3.78% of the 13F portfolio, value $21,939,735.

    13F-HR 0001986156-26-000001 filed by Altiora Financial Group, 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 314,779 shares
    Change vs previous 13F +2,539 shares

    5.8% of the 13F portfolio, value $31,698,295.

    13F-HR 0001986156-25-000009 filed by Altiora Financial Group, 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 312,240 shares
    Change vs previous 13F +96,794 shares

    6.14% of the 13F portfolio, value $31,439,434.

    13F-HR 0001986156-25-000006 filed by Altiora Financial Group, 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 215,446 shares
    Change vs previous 13F +71,883 shares

    4.61% of the 13F portfolio, value $21,688,961.

    13F-HR 0001986156-25-000004 filed by Altiora Financial Group, 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 143,563 shares
    Change vs previous 13F +27,523 shares

    3.13% of the 13F portfolio, value $14,402,270.

    13F-HR 0001986156-25-000002 filed by Altiora Financial Group, 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 116,040 shares
    Change vs previous 13F not available

    2.58% of the 13F portfolio, value $11,687,507.

    13F-HR 0001986156-24-000008 filed by Altiora Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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