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Disclosery

Dynamic Financial Group: SGOV position timeline

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

Dynamic Financial Group held 404,566 SGOV shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 404,566 shares
    Change vs previous 13F -31,291 shares

    30.76% of the 13F portfolio, value $40,727,658.

    13F-HR 0001172661-26-002829 filed by Dynamic Financial Group
    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 435,857 shares
    Change vs previous 13F -2,618 shares

    35.88% of the 13F portfolio, value $43,873,353.

    13F-HR 0001172661-26-001704 filed by Dynamic Financial Group
    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 438,475 shares
    Change vs previous 13F -172,576 shares

    37.55% of the 13F portfolio, value $44,014,137.

    13F-HR 0001172661-26-000302 filed by Dynamic Financial Group
    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 611,051 shares
    Change vs previous 13F +73,074 shares

    53.42% of the 13F portfolio, value $61,532,868.

    13F-HR 0001172661-25-004464 filed by Dynamic Financial Group
    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 537,977 shares
    Change vs previous 13F -22,180 shares

    52.21% of the 13F portfolio, value $54,168,900.

    13F-HR 0001172661-25-002741 filed by Dynamic Financial Group
    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 560,157 shares
    Change vs previous 13F +14,361 shares

    56.47% of the 13F portfolio, value $56,391,030.

    13F-HR 0001172661-25-001760 filed by Dynamic Financial Group
    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 545,796 shares
    Change vs previous 13F not available

    55.6% of the 13F portfolio, value $54,754,206.

    13F-HR 0001172661-25-001435 filed by Dynamic Financial Group
    Filed (acceptance time not in the bulk data set), ingested

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