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Disclosery

Campbell Wealth Management: SGOV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Campbell Wealth Management on SGOV, newest first. How the timeline and the estimate are built.

Campbell Wealth Management held 84,902 SGOV shares at 2024-12-31 per its 13F-HR filed 2025-01-30.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 84,902 shares
    Change vs previous 13F +30,953 shares

    0.77% of the 13F portfolio, value $8,517,000.

    13F-HR 0001736648-25-000001 filed by Campbell Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 53,949 shares
    Change vs previous 13F -6,908 shares

    0.48% of the 13F portfolio, value $5,434,000.

    13F-HR 0001736648-24-000005 filed by Campbell Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 60,857 shares
    Change vs previous 13F +44,540 shares

    1.98% of the 13F portfolio, value $6,129,000.

    13F-HR 0001736648-24-000003 filed by Campbell Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 16,317 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,643,000.

    13F-HR 0001736648-24-000002 filed by Campbell Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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