CONSOLIDATED CAPITAL MANAGEMENT, LLC: SGOV position timeline

CONSOLIDATED CAPITAL MANAGEMENT, LLC held 21,087 SGOV shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 21,087 shares

   Change vs previous 13F +5,479 shares

   0.58% of the 13F portfolio, value $2,123,019.

   13F-HR 0001085146-26-000883 filed by CONSOLIDATED CAPITAL MANAGEMENT, LLC
   Accepted 2026-10-10 01:03:23 UTC, ingested 2026-10-13 10:02:15 UTC

2. period ended2026-06-30

   13F 15,608 shares

   Change vs previous 13F +2,667 shares

   0.42% of the 13F portfolio, value $1,571,258.

   13F-HR 0001666613-26-000006 filed by CONSOLIDATED CAPITAL MANAGEMENT, LLC
   Filed 2026-07-27 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

3. period ended2026-03-31

   13F 12,941 shares

   Change vs previous 13F -291,938 shares

   0.42% of the 13F portfolio, value $1,302,642.

   13F-HR 0001666613-26-000003 filed by CONSOLIDATED CAPITAL MANAGEMENT, LLC
   Filed 2026-04-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

4. period ended2025-12-31

   13F 304,879 shares

   Change vs previous 13F +298,009 shares

   9.26% of the 13F portfolio, value $30,603,755.

   13F-HR 0001666613-26-000002 filed by CONSOLIDATED CAPITAL MANAGEMENT, LLC
   Filed 2026-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

5. period ended2025-09-30

   13F 6,870 shares

   Change vs previous 13F not available

   0.25% of the 13F portfolio, value $691,809.

   13F-HR 0001666613-25-000004 filed by CONSOLIDATED CAPITAL MANAGEMENT, LLC
   Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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