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Disclosery

Code Waechter LLC: SGOV position timeline

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

Code Waechter LLC held 113,092 SGOV shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 113,092 shares
    Change vs previous 13F -2,657 shares

    5.89% of the 13F portfolio, value $11,384,971.

    13F-HR 0002039212-26-000003 filed by Code Waechter 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 115,749 shares
    Change vs previous 13F +5,559 shares

    6.92% of the 13F portfolio, value $11,651,302.

    13F-HR 0002039212-26-000002 filed by Code Waechter 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 110,190 shares
    Change vs previous 13F -10,237 shares

    7.1% of the 13F portfolio, value $11,060,850.

    13F-HR 0002039212-26-000001 filed by Code Waechter 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 120,427 shares
    Change vs previous 13F +23,868 shares

    7.9% of the 13F portfolio, value $12,104,072.

    13F-HR 0002039212-25-000006 filed by Code Waechter 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 96,559 shares
    Change vs previous 13F not available

    6.92% of the 13F portfolio, value $9,722,526.

    13F-HR 0002039212-25-000005 filed by Code Waechter LLC
    Filed (acceptance time not in the bulk data set), ingested

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