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Disclosery

CAP Partners, LLC: SGOV position timeline

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

CAP Partners, LLC held 10,018 SGOV shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,018 shares
    Change vs previous 13F -2,316 shares

    0.49% of the 13F portfolio, value $1,008,536.

    13F-HR 0002006870-26-000006 filed by CAP Partners, 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 12,334 shares
    Change vs previous 13F -1,144 shares

    0.7% of the 13F portfolio, value $1,241,554.

    13F-HR 0002006870-26-000002 filed by CAP Partners, 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 13,478 shares
    Change vs previous 13F +1,040 shares

    0.77% of the 13F portfolio, value $1,352,957.

    13F-HR 0002006870-26-000001 filed by CAP Partners, 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 12,438 shares
    Change vs previous 13F +2,512 shares

    0.71% of the 13F portfolio, value $1,252,540.

    13F-HR 0002006870-25-000005 filed by CAP Partners, 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 9,926 shares
    Change vs previous 13F +3,794 shares

    0.63% of the 13F portfolio, value $999,430.

    13F-HR 0002006870-25-000004 filed by CAP Partners, LLC
    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 6,132 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $617,332.

    13F-HR 0002006870-25-000003 filed by CAP Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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