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Disclosery

AWM CAPITAL, LLC: SGOV position timeline

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

AWM CAPITAL, LLC held 382,147 SGOV shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 382,147 shares
    Change vs previous 13F -280,822 shares

    3.08% of the 13F portfolio, value $38,470,734.

    13F-HR 0001172661-26-002966 filed by AWM CAPITAL, 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 662,969 shares
    Change vs previous 13F -307,780 shares

    6.04% of the 13F portfolio, value $66,734,540.

    13F-HR 0001172661-26-001725 filed by AWM CAPITAL, 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 970,749 shares
    Change vs previous 13F -267,713 shares

    8.85% of the 13F portfolio, value $97,443,833.

    13F-HR 0001172661-26-000937 filed by AWM CAPITAL, 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 1,238,462 shares
    Change vs previous 13F -77,756 shares

    11.34% of the 13F portfolio, value $124,713,175.

    13F-HR 0001172661-25-004483 filed by AWM CAPITAL, 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 1,316,218 shares
    Change vs previous 13F -131,968 shares

    13.94% of the 13F portfolio, value $132,530,086.

    13F-HR 0001172661-25-002678 filed by AWM CAPITAL, 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 1,448,186 shares
    Change vs previous 13F +311,596 shares

    17.01% of the 13F portfolio, value $145,788,908.

    13F-HR 0001172661-25-001613 filed by AWM CAPITAL, 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 1,136,590 shares
    Change vs previous 13F +73,120 shares

    13.95% of the 13F portfolio, value $114,022,730.

    13F-HR 0001172661-25-000501 filed by AWM CAPITAL, 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 1,063,470 shares
    Change vs previous 13F not available

    12.93% of the 13F portfolio, value $107,112,747.

    13F-HR 0001172661-24-005100 filed by AWM CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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