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Emerald Advisors, LLC: SGOV position timeline

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

Emerald Advisors, LLC held 15,992 SGOV shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,992 shares
    Change vs previous 13F +3,132 shares

    0.2% of the 13F portfolio, value $1,609,904.

    13F-HR 0001802611-26-000003 filed by Emerald 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 ended2026-03-31
    13F 12,860 shares
    Change vs previous 13F -1,265 shares

    0.16% of the 13F portfolio, value $1,294,468.

    13F-HR 0001802611-26-000002 filed by Emerald 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 ended2025-12-31
    13F 14,125 shares
    Change vs previous 13F -2,493 shares

    0.19% of the 13F portfolio, value $1,417,840.

    13F-HR 0001802611-26-000001 filed by Emerald 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 ended2025-09-30
    13F 16,618 shares
    Change vs previous 13F +3,373 shares

    0.22% of the 13F portfolio, value $1,673,442.

    13F-HR 0001802611-25-000002 filed by Emerald 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 ended2025-06-30
    13F 13,245 shares
    Change vs previous 13F -2,490 shares

    0.17% of the 13F portfolio, value $1,333,629.

    13F-HR 0001085146-25-003957 filed by Emerald 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 ended2025-03-31
    13F 15,735 shares
    Change vs previous 13F -7,473 shares

    0.21% of the 13F portfolio, value $1,584,068.

    13F-HR 0001085146-25-002345 filed by Emerald 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 ended2024-12-31
    13F 23,208 shares
    Change vs previous 13F +14,526 shares

    0.32% of the 13F portfolio, value $2,328,224.

    13F-HR 0001085146-25-000682 filed by Emerald Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 8,682 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $873,016.

    13F-HR 0001085146-24-005245 filed by Emerald Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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