Skip to content
Disclosery

Cheviot Value Management, LLC: SGOV position timeline

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

Cheviot Value Management, LLC held 1,002,516 SGOV shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,002,516 shares
    Change vs previous 13F -65,492 shares

    10.26% of the 13F portfolio, value $100,923,257.

    13F-HR 0001140361-26-031662 filed by Cheviot Value Management, 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 1,068,008 shares
    Change vs previous 13F +91,953 shares

    10.8% of the 13F portfolio, value $107,505,733.

    13F-HR 0001140361-26-020764 filed by Cheviot Value Management, 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 976,055 shares
    Change vs previous 13F +106,672 shares

    9.65% of the 13F portfolio, value $98,230,148.

    13F-HR 0001140361-26-003468 filed by Cheviot Value Management, 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 869,383 shares
    Change vs previous 13F -890 shares

    9.31% of the 13F portfolio, value $87,520,761.

    13F-HR 0001140361-25-039956 filed by Cheviot Value Management, 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 870,273 shares
    Change vs previous 13F +107,940 shares

    10.03% of the 13F portfolio, value $87,444,992.

    13F-HR 0001140361-25-030867 filed by Cheviot Value Management, 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 762,333 shares
    Change vs previous 13F not available

    9.41% of the 13F portfolio, value $76,545,875.

    13F-HR 0001140361-25-018008 filed by Cheviot Value Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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