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BRASADA CAPITAL MANAGEMENT, LP: SGOV position timeline

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

BRASADA CAPITAL MANAGEMENT, LP held 0 SGOV shares at 2025-06-30 per its 13F-HR filed 2025-08-14.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -62,938 shares

    13F-HR 0001420506-25-002057 filed by BRASADA CAPITAL MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 62,938 shares
    Change vs previous 13F +32,574 shares

    1.26% of the 13F portfolio, value $6,320,234.

    13F-HR 0001420506-25-001235 filed by BRASADA CAPITAL MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 30,364 shares
    Change vs previous 13F -34,128 shares

    0.54% of the 13F portfolio, value $3,050,671.

    13F-HR 0001420506-25-000500 filed by BRASADA CAPITAL MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 64,492 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $6,470,482.

    13F-HR 0001420506-24-002449 filed by BRASADA CAPITAL MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

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