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Disclosery

Evanson Asset Management, LLC: SGOV position timeline

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

Evanson Asset Management, LLC held 10,473 SGOV shares at 2026-03-31 per its 13F-HR filed 2026-04-08.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 10,473 shares
    Change vs previous 13F +2,386 shares

    0.06% of the 13F portfolio, value $1,054,196.

    13F-HR 0001626379-26-000002 filed by Evanson 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 ended2025-12-31
    13F 8,087 shares
    Change vs previous 13F -669 shares

    0.04% of the 13F portfolio, value $811,737.

    13F-HR 0001626379-26-000001 filed by Evanson 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 ended2025-09-30
    13F 8,756 shares
    Change vs previous 13F +3,051 shares

    0.05% of the 13F portfolio, value $881,725.

    13F-HR 0001085146-25-005927 filed by Evanson 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 ended2025-06-30
    13F 5,705 shares
    Change vs previous 13F +847 shares

    0.04% of the 13F portfolio, value $574,464.

    13F-HR 0001085146-25-003862 filed by Evanson 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 ended2025-03-31
    13F 4,858 shares
    Change vs previous 13F +2,219 shares

    0.03% of the 13F portfolio, value $489,016.

    13F-HR 0001085146-25-002223 filed by Evanson 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 ended2024-12-31
    13F 2,639 shares
    Change vs previous 13F -451 shares

    0.02% of the 13F portfolio, value $264,697.

    13F-HR 0001085146-25-000238 filed by Evanson 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 ended2024-09-30
    13F 3,090 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $311,198.

    13F-HR 0001085146-24-004669 filed by Evanson Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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