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Beacon Capital Management, LLC: SGOV position timeline

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

Beacon Capital Management, LLC held 20,961 SGOV shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,961 shares
    Change vs previous 13F -2,778 shares

    0.31% of the 13F portfolio, value $2,110,103.

    13F-HR 0002085853-26-000901 filed by Beacon 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 23,739 shares
    Change vs previous 13F -3,351 shares

    0.42% of the 13F portfolio, value $2,389,531.

    13F-HR 0001921487-26-000002 filed by Beacon 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 27,090 shares
    Change vs previous 13F -2,341 shares

    0.42% of the 13F portfolio, value $2,719,294.

    13F-HR 0001921487-26-000001 filed by Beacon 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 29,431 shares
    Change vs previous 13F -1,217 shares

    0.42% of the 13F portfolio, value $2,963,664.

    13F-HR 0001921487-25-000006 filed by Beacon 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 30,648 shares
    Change vs previous 13F -5,224 shares

    0.42% of the 13F portfolio, value $3,085,980.

    13F-HR 0001921487-25-000003 filed by Beacon 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 35,872 shares
    Change vs previous 13F -33,807 shares

    0.49% of the 13F portfolio, value $3,611,261.

    13F-HR 0001921487-25-000002 filed by Beacon 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 69,679 shares
    Change vs previous 13F +12,164 shares

    0.91% of the 13F portfolio, value $6,990,198.

    13F-HR 0001921487-25-000001 filed by Beacon 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 57,515 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $5,792,888.

    13F-HR 0001921487-24-000006 filed by Beacon Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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