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Disclosery

DMC Group, LLC: SGOV position timeline

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

DMC Group, LLC held 5,765 SGOV shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,765 shares
    Change vs previous 13F -2,188 shares

    0.4% of the 13F portfolio, value $580,363.

    13F-HR 0001893403-26-000003 filed by DMC 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 7,953 shares
    Change vs previous 13F +3,736 shares

    0.54% of the 13F portfolio, value $800,549.

    13F-HR 0001893403-26-000002 filed by DMC 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 4,217 shares
    Change vs previous 13F +1,457 shares

    0.28% of the 13F portfolio, value $423,302.

    13F-HR 0001893403-26-000001 filed by DMC 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 2,760 shares
    Change vs previous 13F +655 shares

    0.19% of the 13F portfolio, value $277,932.

    13F-HR 0001893403-25-000009 filed by DMC 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 2,105 shares
    Change vs previous 13F -16,037 shares

    0.16% of the 13F portfolio, value $211,952.

    13F-HR 0001893403-25-000007 filed by DMC 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 18,142 shares
    Change vs previous 13F +18,142 shares

    1.49% of the 13F portfolio, value $1,826,355.

    13F-HR 0001893403-25-000004 filed by DMC 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 0 shares
    Change vs previous 13F not available

    13F-HR 0001893403-24-000006 filed by DMC 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.