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Disclosery

Chatterton & Associates Inc.: SGOV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Chatterton & Associates Inc. on SGOV, newest first. How the timeline and the estimate are built.

Chatterton & Associates Inc. held 83,239 SGOV shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 83,239 shares
    Change vs previous 13F +39,273 shares

    4.92% of the 13F portfolio, value $8,363,855.

    13F-HR 0002102688-26-000004 filed by Chatterton & Associates 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 43,966 shares
    Change vs previous 13F +4,670 shares

    3.1% of the 13F portfolio, value $4,416,824.

    13F-HR 0002102688-26-000003 filed by Chatterton & Associates 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 39,296 shares
    Change vs previous 13F not available

    3.38% of the 13F portfolio, value $3,944,532.

    13F-HR 0002102688-26-000001 filed by Chatterton & Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

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