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Disclosery

Bull Oak Capital, LLC: SGOV position timeline

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

Bull Oak Capital, LLC held 104,497 SGOV shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 104,497 shares
    Change vs previous 13F -10,510 shares

    3.5% of the 13F portfolio, value $10,519,738.

    13F-HR 0001824263-26-000004 filed by Bull Oak Capital, 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 115,007 shares
    Change vs previous 13F +20,570 shares

    4.45% of the 13F portfolio, value $11,576,625.

    13F-HR 0001824263-26-000003 filed by Bull Oak Capital, 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 94,437 shares
    Change vs previous 13F +11,253 shares

    3.87% of the 13F portfolio, value $9,479,618.

    13F-HR 0001824263-26-000001 filed by Bull Oak Capital, 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 83,184 shares
    Change vs previous 13F -14,371 shares

    3.56% of the 13F portfolio, value $8,376,629.

    13F-HR 0001824263-25-000008 filed by Bull Oak Capital, 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 97,555 shares
    Change vs previous 13F not available

    4.48% of the 13F portfolio, value $9,822,813.

    13F-HR 0001824263-25-000002 filed by Bull Oak Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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