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Disclosery

Empirical Asset Management, LLC: SGOL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Empirical Asset Management, LLC on SGOL, newest first. How the timeline and the estimate are built.

Empirical Asset Management, LLC held 231,691 SGOL shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 231,691 shares
    Change vs previous 13F +20,097 shares

    1.99% of the 13F portfolio, value $8,857,547.

    13F-HR 0001951757-26-001200 filed by Empirical Asset Management, 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 211,594 shares
    Change vs previous 13F +5,623 shares

    2.5% of the 13F portfolio, value $9,441,324.

    13F-HR 0001951757-26-000815 filed by Empirical Asset Management, 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 205,971 shares
    Change vs previous 13F +36,578 shares

    2.39% of the 13F portfolio, value $8,461,289.

    13F-HR 0001951757-26-000393 filed by Empirical Asset Management, 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 169,393 shares
    Change vs previous 13F -27,672 shares

    1.73% of the 13F portfolio, value $6,235,356.

    13F-HR 0001951757-25-001374 filed by Empirical Asset Management, 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 197,065 shares
    Change vs previous 13F +2,206 shares

    1.92% of the 13F portfolio, value $6,215,418.

    13F-HR 0001951757-25-000983 filed by Empirical Asset Management, 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 194,859 shares
    Change vs previous 13F +10,553 shares

    1.98% of the 13F portfolio, value $5,810,684.

    13F-HR 0001951757-25-000538 filed by Empirical Asset Management, 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 184,306 shares
    Change vs previous 13F -1,960 shares

    1.54% of the 13F portfolio, value $4,616,871.

    13F-HR 0001951757-25-000026 filed by Empirical Asset Management, 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 186,266 shares
    Change vs previous 13F not available

    1.67% of the 13F portfolio, value $4,680,876.

    13F-HR 0001951757-24-001012 filed by Empirical Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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