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Disclosery

Balentine LLC: SGOV position timeline

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

Balentine LLC held 1,026,567 SGOV shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,026,567 shares
    Change vs previous 13F -95,001 shares

    3.67% of the 13F portfolio, value $103,344,451.

    13F-HR 0001398344-26-013694 filed by Balentine 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 1,121,568 shares
    Change vs previous 13F +114,643 shares

    4.55% of the 13F portfolio, value $112,897,058.

    13F-HR 0001398344-26-007159 filed by Balentine 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 1,006,925 shares
    Change vs previous 13F +147,409 shares

    3.83% of the 13F portfolio, value $101,075,160.

    13F-HR 0001398344-26-001814 filed by Balentine 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 859,516 shares
    Change vs previous 13F -149,647 shares

    3.19% of the 13F portfolio, value $86,553,301.

    13F-HR 0001398344-25-020500 filed by Balentine 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 1,009,163 shares
    Change vs previous 13F +111,322 shares

    3.96% of the 13F portfolio, value $101,612,661.

    13F-HR 0001398344-25-014447 filed by Balentine 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 897,841 shares
    Change vs previous 13F +225,521 shares

    3.79% of the 13F portfolio, value $90,385,645.

    13F-HR 0001398344-25-008628 filed by Balentine 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 672,320 shares
    Change vs previous 13F -357,424 shares

    2.74% of the 13F portfolio, value $67,447,107.

    13F-HR 0001398344-25-001347 filed by Balentine 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 1,029,744 shares
    Change vs previous 13F not available

    4.09% of the 13F portfolio, value $103,715,854.

    13F-HR 0001398344-24-019665 filed by Balentine LLC
    Filed (acceptance time not in the bulk data set), ingested

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