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Disclosery

Cosner Financial Group, LLC: SGOV position timeline

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

Cosner Financial Group, LLC held 3,175 SGOV shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,175 shares
    Change vs previous 13F +3,175 shares

    0.16% of the 13F portfolio, value $319,654.

    13F-HR 0001674627-26-000005 filed by Cosner Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -8,934 shares

    13F-HR 0001674627-26-000001 filed by Cosner Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-09-30
    13F 8,934 shares
    Change vs previous 13F -10 shares

    0.48% of the 13F portfolio, value $899,647.

    13F-HR 0001674627-25-000008 filed by Cosner Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 8,944 shares
    Change vs previous 13F -173 shares

    0.5% of the 13F portfolio, value $900,563.

    13F-HR 0001674627-25-000005 filed by Cosner Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 9,117 shares
    Change vs previous 13F -38 shares

    0.56% of the 13F portfolio, value $917,854.

    13F-HR 0001674627-25-000004 filed by Cosner Financial Group, LLC
    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 9,155 shares
    Change vs previous 13F +13 shares

    0.58% of the 13F portfolio, value $918,439.

    13F-HR 0001674627-25-000002 filed by Cosner Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 9,142 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $920,798.

    13F-HR 0001674627-24-000007 filed by Cosner Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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