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Disclosery

CALDWELL SUTTER CAPITAL, INC.: SGOV position timeline

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

CALDWELL SUTTER CAPITAL, INC. held 50,024 SGOV shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 50,024 shares
    Change vs previous 13F +6,090 shares

    1.9% of the 13F portfolio, value $5,035,900.

    13F-HR 0000702007-26-000009 filed by CALDWELL SUTTER CAPITAL, 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 43,934 shares
    Change vs previous 13F +15,539 shares

    1.8% of the 13F portfolio, value $4,422,445.

    13F-HR 0000702007-26-000007 filed by CALDWELL SUTTER CAPITAL, 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 28,395 shares
    Change vs previous 13F +10,491 shares

    1.21% of the 13F portfolio, value $2,850,290.

    13F-HR 0000702007-26-000002 filed by CALDWELL SUTTER CAPITAL, INC.
    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 17,904 shares
    Change vs previous 13F +9,925 shares

    0.77% of the 13F portfolio, value $1,802,933.

    13F-HR 0000702007-25-000010 filed by CALDWELL SUTTER CAPITAL, INC.
    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 7,979 shares
    Change vs previous 13F +3,150 shares

    0.37% of the 13F portfolio, value $803,406.

    13F-HR 0001415889-25-019662 filed by CALDWELL SUTTER CAPITAL, INC.
    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 4,829 shares
    Change vs previous 13F +4,829 shares

    0.23% of the 13F portfolio, value $486,135.

    13F-HR 0001415889-25-010784 filed by CALDWELL SUTTER CAPITAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 0 shares
    Change vs previous 13F not available

    13F-HR 0001415889-24-025629 filed by CALDWELL SUTTER CAPITAL, INC.
    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.