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Disclosery

Altus Wealth Group LLC: SGOV position timeline

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

Altus Wealth Group LLC held 14,617 SGOV shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,617 shares
    Change vs previous 13F -3,548 shares

    0.53% of the 13F portfolio, value $1,471,460.

    13F-HR 0001842572-26-000004 filed by Altus Wealth 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 18,165 shares
    Change vs previous 13F +4,414 shares

    0.75% of the 13F portfolio, value $1,828,455.

    13F-HR 0001842572-26-000003 filed by Altus Wealth 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 13,751 shares
    Change vs previous 13F +1,883 shares

    0.55% of the 13F portfolio, value $1,380,292.

    13F-HR 0001842572-26-000001 filed by Altus Wealth 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 11,868 shares
    Change vs previous 13F +2 shares

    0.49% of the 13F portfolio, value $1,195,074.

    13F-HR 0001842572-25-000013 filed by Altus Wealth 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 11,866 shares
    Change vs previous 13F +4,122 shares

    0.53% of the 13F portfolio, value $1,194,754.

    13F-HR 0001842572-25-000008 filed by Altus Wealth 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 7,744 shares
    Change vs previous 13F -21,675 shares

    0.37% of the 13F portfolio, value $779,555.

    13F-HR 0001842572-25-000006 filed by Altus Wealth 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 29,419 shares
    Change vs previous 13F +2,844 shares

    1.31% of the 13F portfolio, value $2,951,280.

    13F-HR 0001842572-25-000002 filed by Altus Wealth 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 26,575 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $2,676,610.

    13F-HR 0001842572-24-000010 filed by Altus Wealth Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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