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Efficient Frontier Advisors LLC: SGOV position timeline

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

Efficient Frontier Advisors LLC held 417,900 SGOV shares at 2025-06-30 per its 13F-HR filed 2025-07-09.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 417,900 shares
    Change vs previous 13F +11,049 shares

    26.71% of the 13F portfolio, value $42,078,311.

    13F-HR 0002063364-25-000104 filed by Efficient Frontier Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 406,851 shares
    Change vs previous 13F -628 shares

    26.64% of the 13F portfolio, value $40,957,650.

    13F-HR 0002011188-25-000008 filed by Efficient Frontier Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 407,479 shares
    Change vs previous 13F -7,134 shares

    27.03% of the 13F portfolio, value $40,878,000.

    13F-HR 0002011188-25-000002 filed by Efficient Frontier Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 414,613 shares
    Change vs previous 13F +32,223 shares

    27.03% of the 13F portfolio, value $41,760,000.

    13F-HR 0002011188-24-000010 filed by Efficient Frontier Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 382,390 shares
    Change vs previous 13F +80,851 shares

    27.15% of the 13F portfolio, value $38,510,000.

    13F-HR 0002011188-24-000006 filed by Efficient Frontier Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 301,539 shares
    Change vs previous 13F -11,931 shares

    24.05% of the 13F portfolio, value $30,368,000.

    13F-HR 0002011188-24-000004 filed by Efficient Frontier Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 313,470 shares
    Change vs previous 13F not available

    26.42% of the 13F portfolio, value $31,432,000.

    13F-HR 0002011188-24-000002 filed by Efficient Frontier Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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