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Disclosery

DOCK STREET ASSET MANAGEMENT INC: SGOV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of DOCK STREET ASSET MANAGEMENT INC on SGOV, newest first. How the timeline and the estimate are built.

DOCK STREET ASSET MANAGEMENT INC held 3,795 SGOV shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,795 shares
    Change vs previous 13F +1,510 shares

    0.04% of the 13F portfolio, value $382,043.

    13F-HR 0001172779-26-000003 filed by DOCK STREET ASSET MANAGEMENT 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 2,285 shares
    Change vs previous 13F -1,000 shares

    0.02% of the 13F portfolio, value $230,008.

    13F-HR 0001172779-26-000002 filed by DOCK STREET ASSET MANAGEMENT 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 3,285 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $329,748.

    13F-HR 0001172779-26-000001 filed by DOCK STREET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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