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BRIGHT FINANCIAL ADVISORS, INC.: SGOV position timeline

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

BRIGHT FINANCIAL ADVISORS, INC. held 12,947 SGOV shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,947 shares
    Change vs previous 13F -881 shares

    0.55% of the 13F portfolio, value $1,303,390.

    13F-HR 0001172661-26-003277 filed by BRIGHT FINANCIAL ADVISORS, INC.
    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 13,828 shares
    Change vs previous 13F +80 shares

    0.64% of the 13F portfolio, value $1,391,998.

    13F-HR 0001172661-26-001920 filed by BRIGHT FINANCIAL ADVISORS, INC.
    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 13,748 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $1,380,121.

    13F-HR 0001172661-26-000274 filed by BRIGHT FINANCIAL ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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