Elm Partners Management LLC: SGOV position timeline

Elm Partners Management LLC held 212,608 SGOV shares at 2026-06-30 per its 13F-HR/A filed 2026-10-07.

the latest 13F is the newest step

1. period ended2026-06-30

   13F/A 212,608 shares

   Change vs previous 13F -71,754 shares

   0.64% of the 13F portfolio, value $21,403,247.

   13F-HR/A 0001172661-26-004422 filed by Elm Partners Management LLC
   Accepted 2026-10-07 16:31:02 UTC, ingested 2026-10-07 16:31:30 UTC

2. period ended2026-03-31

   13F 284,362 shares

   Change vs previous 13F -194,722 shares

   1.24% of the 13F portfolio, value $28,623,866.

   13F-HR 0001172661-26-001760 filed by Elm Partners Management LLC
   Filed 2026-05-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F/A 479,084 shares

   Change vs previous 13F -524,437 shares

   1.78% of the 13F portfolio, value $48,090,454.

   13F-HR/A 0001172661-26-004421 filed by Elm Partners Management LLC
   Accepted 2026-10-07 16:30:07 UTC, ingested 2026-10-07 16:30:30 UTC

4. period ended2025-09-30

   13F/A 1,003,521 shares

   Change vs previous 13F -700,584 shares

   4.1% of the 13F portfolio, value $101,054,531.

   13F-HR/A 0001172661-26-004420 filed by Elm Partners Management LLC
   Accepted 2026-10-07 16:29:10 UTC, ingested 2026-10-07 16:30:30 UTC

5. period ended2025-06-30

   13F/A 1,704,105 shares

   Change vs previous 13F +213,611 shares

   8.01% of the 13F portfolio, value $171,586,337.

   13F-HR/A 0001172661-26-004419 filed by Elm Partners Management LLC
   Accepted 2026-10-07 16:28:10 UTC, ingested 2026-10-07 16:29:30 UTC

6. period ended2025-03-31

   13F/A 1,490,494 shares

   Change vs previous 13F +325,519 shares

   7.73% of the 13F portfolio, value $150,047,998.

   13F-HR/A 0001172661-26-004417 filed by Elm Partners Management LLC
   Accepted 2026-10-07 16:03:14 UTC, ingested 2026-10-07 16:04:30 UTC

7. period ended2024-12-31

   13F 1,164,975 shares

   Change vs previous 13F +819,640 shares

   7.98% of the 13F portfolio, value $116,870,250.

   13F-HR 0001172661-25-000783 filed by Elm Partners Management LLC
   Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 345,335 shares

   Change vs previous 13F not available

   2.49% of the 13F portfolio, value $34,782,172.

   13F-HR 0001172661-24-004511 filed by Elm Partners Management LLC
   Filed 2024-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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