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Disclosery

Cohalo Advisory LLC: SGOV position timeline

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

Cohalo Advisory LLC held 2,099 SGOV shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,099 shares
    Change vs previous 13F +280 shares

    12.78% of the 13F portfolio, value $211,310.

    13F-HR 0002056438-26-000004 filed by Cohalo Advisory 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 1,819 shares
    Change vs previous 13F +124 shares

    12.96% of the 13F portfolio, value $183,180.

    13F-HR 0002056438-26-000003 filed by Cohalo Advisory 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 1,695 shares
    Change vs previous 13F -9 shares

    12.61% of the 13F portfolio, value $170,192.

    13F-HR 0002056438-26-000001 filed by Cohalo Advisory 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 1,704 shares
    Change vs previous 13F -66 shares

    13.39% of the 13F portfolio, value $171,678.

    13F-HR 0002056438-25-000006 filed by Cohalo Advisory 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 1,770 shares
    Change vs previous 13F -945 shares

    13.62% of the 13F portfolio, value $178,256.

    13F-HR 0002056438-25-000004 filed by Cohalo Advisory 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 2,715 shares
    Change vs previous 13F +200 shares

    20.17% of the 13F portfolio, value $273,379.

    13F-HR 0002056438-25-000003 filed by Cohalo Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 2,515 shares
    Change vs previous 13F not available

    21.59% of the 13F portfolio, value $252,307.

    13F-HR 0002056438-25-000001 filed by Cohalo Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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