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Disclosery

Collier Financial: SGOV position timeline

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

Collier Financial held 11,024 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 11,024 shares
    Change vs previous 13F -830 shares

    0.76% of the 13F portfolio, value $1,109,768.

    13F-HR 0001902901-26-000003 filed by Collier Financial
    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 11,854 shares
    Change vs previous 13F -976 shares

    0.91% of the 13F portfolio, value $1,193,173.

    13F-HR 0001902901-26-000002 filed by Collier Financial
    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 12,830 shares
    Change vs previous 13F +920 shares

    0.97% of the 13F portfolio, value $1,287,938.

    13F-HR 0001902901-26-000001 filed by Collier Financial
    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 11,910 shares
    Change vs previous 13F -6,409 shares

    0.9% of the 13F portfolio, value $1,199,291.

    13F-HR 0001902901-25-000004 filed by Collier Financial
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 18,319 shares
    Change vs previous 13F +7,411 shares

    1.57% of the 13F portfolio, value $1,844,168.

    13F-HR 0001902901-25-000002 filed by Collier Financial
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 10,908 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $1,094,300.

    13F-HR 0002012421-25-000005 filed by Collier Financial
    Filed (acceptance time not in the bulk data set), ingested

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