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CPR Investments Inc.: SGOV position timeline

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

CPR Investments Inc. held 12,876 SGOV shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,876 shares
    Change vs previous 13F -29,842 shares

    1% of the 13F portfolio, value $1,296,198.

    13F-HR 0001214659-26-008546 filed by CPR Investments Inc.
    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 42,718 shares
    Change vs previous 13F +31,720 shares

    2.87% of the 13F portfolio, value $4,299,946.

    13F-HR 0001214659-26-004748 filed by CPR Investments Inc.
    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 10,998 shares
    Change vs previous 13F -174 shares

    0.74% of the 13F portfolio, value $1,104,016.

    13F-HR 0001214659-26-000457 filed by CPR Investments Inc.
    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 11,172 shares
    Change vs previous 13F +98 shares

    0.77% of the 13F portfolio, value $1,125,027.

    13F-HR 0001214659-25-014901 filed by CPR Investments Inc.
    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 11,074 shares
    Change vs previous 13F -6,714 shares

    0.87% of the 13F portfolio, value $1,115,006.

    13F-HR 0001214659-25-010745 filed by CPR Investments Inc.
    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 17,788 shares
    Change vs previous 13F +6,683 shares

    1.59% of the 13F portfolio, value $1,790,767.

    13F-HR 0001214659-25-005694 filed by CPR Investments Inc.
    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 11,105 shares
    Change vs previous 13F -6,818 shares

    1.01% of the 13F portfolio, value $1,114,072.

    13F-HR 0001214659-25-000543 filed by CPR Investments Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 17,923 shares
    Change vs previous 13F not available

    1.7% of the 13F portfolio, value $1,805,205.

    13F-HR 0001214659-24-017592 filed by CPR Investments Inc.
    Filed (acceptance time not in the bulk data set), ingested

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