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Deane Retirement Strategies, Inc.: SGOV position timeline

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

Deane Retirement Strategies, Inc. held 1,217 SGOV shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,217 shares
    Change vs previous 13F -500 shares

    0.05% of the 13F portfolio, value $122,480.

    13F-HR 0001659346-26-000006 filed by Deane Retirement Strategies, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,717 shares
    Change vs previous 13F -21,930 shares

    0.07% of the 13F portfolio, value $172,803.

    13F-HR 0001659346-26-000004 filed by Deane Retirement Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 23,647 shares
    Change vs previous 13F +23,647 shares

    0.96% of the 13F portfolio, value $2,380,328.

    13F-HR 0001659346-26-000003 filed by Deane Retirement Strategies, 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 0 shares
    Change vs previous 13F -143,694 shares

    13F-HR 0001659346-25-000007 filed by Deane Retirement Strategies, Inc.
    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.

  5. period ended2025-06-30
    13F 143,694 shares
    Change vs previous 13F +97,629 shares

    6.48% of the 13F portfolio, value $14,468,549.

    13F-HR 0001659346-25-000005 filed by Deane Retirement Strategies, 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 46,065 shares
    Change vs previous 13F -49,291 shares

    2.21% of the 13F portfolio, value $4,637,364.

    13F-HR 0001659346-25-000003 filed by Deane Retirement Strategies, 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 95,356 shares
    Change vs previous 13F not available

    4.81% of the 13F portfolio, value $9,566,114.

    13F-HR 0001659346-25-000002 filed by Deane Retirement Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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