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Altura Wealth Advisors Inc.: SGOV position timeline

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

Altura Wealth Advisors Inc. held 36,407 SGOV shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,407 shares
    Change vs previous 13F +12,960 shares

    1.24% of the 13F portfolio, value $3,665,088.

    13F-HR 0001420506-26-001269 filed by Altura Wealth Advisors 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 23,447 shares
    Change vs previous 13F -12,995 shares

    1.03% of the 13F portfolio, value $2,360,198.

    13F-HR 0001420506-26-000933 filed by Altura Wealth Advisors 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 36,442 shares
    Change vs previous 13F -9,592 shares

    1.57% of the 13F portfolio, value $3,658,080.

    13F-HR 0001420506-26-000152 filed by Altura Wealth Advisors 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 46,034 shares
    Change vs previous 13F -1,871 shares

    2.21% of the 13F portfolio, value $4,635,616.

    13F-HR 0001420506-25-003184 filed by Altura Wealth Advisors 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 47,905 shares
    Change vs previous 13F +29,106 shares

    2.7% of the 13F portfolio, value $4,823,554.

    13F-HR 0001420506-25-001963 filed by Altura Wealth Advisors 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 18,799 shares
    Change vs previous 13F -524 shares

    1.25% of the 13F portfolio, value $1,892,459.

    13F-HR 0001420506-25-000855 filed by Altura Wealth Advisors 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 19,323 shares
    Change vs previous 13F -18,201 shares

    1.43% of the 13F portfolio, value $1,938,500.

    13F-HR 0001420506-25-000292 filed by Altura Wealth Advisors Inc.
    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 37,524 shares
    Change vs previous 13F not available

    2.48% of the 13F portfolio, value $3,779,439.

    13F-HR 0001941040-24-000486 filed by Altura Wealth Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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