Skip to content
Disclosery

Crown Wealth Group, LLC: SGOV position timeline

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

Crown Wealth Group, LLC held 131,917 SGOV shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 131,917 shares
    Change vs previous 13F -14,548 shares

    3.38% of the 13F portfolio, value $13,280,038.

    13F-HR 0002085853-26-000791 filed by Crown Wealth 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 ended2026-03-31
    13F 146,465 shares
    Change vs previous 13F +37,677 shares

    4.33% of the 13F portfolio, value $14,743,152.

    13F-HR 0002085853-26-000447 filed by Crown Wealth Group, 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 108,788 shares
    Change vs previous 13F -21,991 shares

    3.05% of the 13F portfolio, value $10,920,188.

    13F-HR 0002085853-26-000126 filed by Crown Wealth 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 ended2025-09-30
    13F 130,779 shares
    Change vs previous 13F +22,547 shares

    3.96% of the 13F portfolio, value $13,169,433.

    13F-HR 0002085853-25-000126 filed by Crown Wealth 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 ended2025-06-30
    13F 108,232 shares
    Change vs previous 13F +44,860 shares

    4.09% of the 13F portfolio, value $10,897,891.

    13F-HR 0001667731-25-000836 filed by Crown Wealth 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 ended2025-03-31
    13F 63,372 shares
    Change vs previous 13F +3,234 shares

    3.31% of the 13F portfolio, value $6,379,613.

    13F-HR 0001667731-25-000523 filed by Crown Wealth 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 ended2024-12-31
    13F 60,138 shares
    Change vs previous 13F +40,472 shares

    2.45% of the 13F portfolio, value $6,033,089.

    13F-HR 0001667731-25-000203 filed by Crown Wealth Group, LLC
    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 19,666 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $1,980,808.

    13F-HR 0001845698-24-000005 filed by Crown Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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