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BARON SILVER STEVENS FINANCIAL ADVISORS, LLC: SGOV position timeline

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

BARON SILVER STEVENS FINANCIAL ADVISORS, LLC held 28,885 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 28,885 shares
    Change vs previous 13F +7,958 shares

    0.37% of the 13F portfolio, value $2,907,926.

    13F-HR 0001172661-26-002983 filed by BARON SILVER STEVENS FINANCIAL 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 20,927 shares
    Change vs previous 13F +4,601 shares

    0.31% of the 13F portfolio, value $2,106,606.

    13F-HR 0001172661-26-001755 filed by BARON SILVER STEVENS FINANCIAL 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 16,326 shares
    Change vs previous 13F +4,677 shares

    0.24% of the 13F portfolio, value $1,638,824.

    13F-HR 0001172661-26-000512 filed by BARON SILVER STEVENS FINANCIAL 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 11,649 shares
    Change vs previous 13F +1,186 shares

    0.17% of the 13F portfolio, value $1,173,059.

    13F-HR 0001172661-25-004458 filed by BARON SILVER STEVENS FINANCIAL 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 10,463 shares
    Change vs previous 13F +5,397 shares

    0.17% of the 13F portfolio, value $1,053,496.

    13F-HR 0001172661-25-002640 filed by BARON SILVER STEVENS FINANCIAL 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 5,066 shares
    Change vs previous 13F +609 shares

    0.09% of the 13F portfolio, value $510,032.

    13F-HR 0001172661-25-001595 filed by BARON SILVER STEVENS FINANCIAL 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 4,457 shares
    Change vs previous 13F +104 shares

    0.08% of the 13F portfolio, value $447,083.

    13F-HR 0001172661-25-000267 filed by BARON SILVER STEVENS FINANCIAL 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 4,353 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $438,434.

    13F-HR 0001172661-24-004381 filed by BARON SILVER STEVENS FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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