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Disclosery

Cove Private Wealth, LLC: SGOV position timeline

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

Cove Private Wealth, LLC held 47,750 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 47,750 shares
    Change vs previous 13F +1,150 shares

    0.93% of the 13F portfolio, value $4,806,993.

    13F-HR 0001172661-26-002962 filed by Cove Private Wealth, 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 46,600 shares
    Change vs previous 13F +2,000 shares

    1.07% of the 13F portfolio, value $4,690,756.

    13F-HR 0001172661-26-001836 filed by Cove Private Wealth, 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 44,600 shares
    Change vs previous 13F -8,100 shares

    1.33% of the 13F portfolio, value $4,476,948.

    13F-HR 0001172661-26-000294 filed by Cove Private Wealth, 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 52,700 shares
    Change vs previous 13F -1,750 shares

    1.68% of the 13F portfolio, value $5,306,890.

    13F-HR 0001172661-25-004603 filed by Cove Private Wealth, 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 54,450 shares
    Change vs previous 13F -2,000 shares

    1.93% of the 13F portfolio, value $5,482,571.

    13F-HR 0001172661-25-002622 filed by Cove Private Wealth, 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 56,450 shares
    Change vs previous 13F +35,700 shares

    2.99% of the 13F portfolio, value $5,682,822.

    13F-HR 0001172661-25-001698 filed by Cove Private Wealth, 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 20,750 shares
    Change vs previous 13F not available

    1.25% of the 13F portfolio, value $2,081,640.

    13F-HR 0001172661-25-000218 filed by Cove Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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