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Ativo Capital Management LLC: SGBLY position timeline

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

Ativo Capital Management LLC held 37,516 SGBLY 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 37,516 shares
    Change vs previous 13F +26 shares

    0.57% of the 13F portfolio, value $744,312.

    13F-HR 0001423065-26-000006 filed by Ativo Capital Management 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 37,490 shares
    Change vs previous 13F 0 shares

    0.6% of the 13F portfolio, value $686,817.

    13F-HR 0001423065-26-000005 filed by Ativo Capital Management 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 37,490 shares
    Change vs previous 13F -5,510 shares

    0.58% of the 13F portfolio, value $662,073.

    13F-HR 0001423065-26-000004 filed by Ativo Capital Management 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 43,000 shares
    Change vs previous 13F -1,960 shares

    0.5% of the 13F portfolio, value $594,260.

    13F-HR 0001423065-25-000011 filed by Ativo Capital Management 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 44,960 shares
    Change vs previous 13F -2,700 shares

    0.52% of the 13F portfolio, value $583,581.

    13F-HR 0001423065-25-000005 filed by Ativo Capital Management 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 47,660 shares
    Change vs previous 13F -45,600 shares

    0.54% of the 13F portfolio, value $633,878.

    13F-HR 0001423065-25-000003 filed by Ativo Capital Management 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 93,260 shares
    Change vs previous 13F -2,000 shares

    1.08% of the 13F portfolio, value $1,091,142.

    13F-HR 0001423065-25-000002 filed by Ativo Capital Management 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 95,260 shares
    Change vs previous 13F not available

    1.18% of the 13F portfolio, value $1,349,834.

    13F-HR 0001423065-24-000009 filed by Ativo Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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