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BOS Asset Management, LLC: SGOL position timeline

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

BOS Asset Management, LLC held 41,982 SGOL shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 41,982 shares
    Change vs previous 13F -13,976 shares

    0.39% of the 13F portfolio, value $1,660,808.

    13F-HR 0001965814-26-000005 filed by BOS Asset Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 55,958 shares
    Change vs previous 13F -14,717 shares

    0.5% of the 13F portfolio, value $2,139,274.

    13F-HR 0001965814-26-000003 filed by BOS Asset 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 ended2026-03-31
    13F 70,675 shares
    Change vs previous 13F -400 shares

    0.81% of the 13F portfolio, value $3,153,519.

    13F-HR 0001965814-26-000002 filed by BOS Asset 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 ended2025-12-31
    13F 71,075 shares
    Change vs previous 13F 0 shares

    0.78% of the 13F portfolio, value $2,919,761.

    13F-HR 0001965814-26-000001 filed by BOS Asset 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 ended2025-09-30
    13F 71,075 shares
    Change vs previous 13F -22 shares

    0.74% of the 13F portfolio, value $2,616,271.

    13F-HR 0001965814-25-000009 filed by BOS Asset 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 ended2025-06-30
    13F 71,097 shares
    Change vs previous 13F -1,526 shares

    0.72% of the 13F portfolio, value $2,242,399.

    13F-HR 0001965814-25-000007 filed by BOS Asset 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 ended2025-03-31
    13F 72,623 shares
    Change vs previous 13F +200 shares

    0.74% of the 13F portfolio, value $2,165,618.

    13F-HR 0001965814-25-000006 filed by BOS Asset 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 ended2024-12-31
    13F 72,423 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $1,814,196.

    13F-HR 0001965814-25-000002 filed by BOS Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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