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Disclosery

B.O.S.S. Retirement Advisors, LLC: SGOV position timeline

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

B.O.S.S. Retirement Advisors, LLC held 10,921 SGOV shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,921 shares
    Change vs previous 13F -2,060 shares

    0.3% of the 13F portfolio, value $1,099,417.

    13F-HR 0001964810-26-000008 filed by B.O.S.S. Retirement Advisors, 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 12,981 shares
    Change vs previous 13F -702 shares

    0.4% of the 13F portfolio, value $1,306,667.

    13F-HR 0001964810-26-000004 filed by B.O.S.S. Retirement Advisors, 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 13,683 shares
    Change vs previous 13F -7,588 shares

    0.43% of the 13F portfolio, value $1,373,500.

    13F-HR 0001964810-26-000002 filed by B.O.S.S. Retirement Advisors, 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 21,271 shares
    Change vs previous 13F -9,821 shares

    0.51% of the 13F portfolio, value $2,141,990.

    13F-HR 0001964810-25-000004 filed by B.O.S.S. Retirement Advisors, 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 31,092 shares
    Change vs previous 13F +5,586 shares

    0.79% of the 13F portfolio, value $3,130,653.

    13F-HR 0001085146-25-003968 filed by B.O.S.S. Retirement Advisors, 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 25,506 shares
    Change vs previous 13F +3,154 shares

    0.74% of the 13F portfolio, value $2,567,689.

    13F-HR 0001085146-25-002267 filed by B.O.S.S. Retirement Advisors, 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 22,352 shares
    Change vs previous 13F +16,524 shares

    0.63% of the 13F portfolio, value $2,242,353.

    13F-HR 0001085146-25-000378 filed by B.O.S.S. Retirement Advisors, 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 5,828 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $586,978.

    13F-HR 0001085146-24-004941 filed by B.O.S.S. Retirement Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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