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Factor Wealth Management LTD: SGOV position timeline

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

Factor Wealth Management LTD held 14,261 SGOV shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 14,261 shares
    Change vs previous 13F -2,025 shares

    0.22% of the 13F portfolio, value $1,435,749.

    13F-HR 0001754960-26-000821 filed by Factor Wealth Management LTD
    Accepted , ingested

  2. period ended2026-06-30
    13F 16,286 shares
    Change vs previous 13F -8,465 shares

    0.25% of the 13F portfolio, value $1,639,524.

    13F-HR 0001754960-26-000424 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 24,751 shares
    Change vs previous 13F -13,645 shares

    0.47% of the 13F portfolio, value $2,491,454.

    13F-HR 0001754960-26-000282 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 38,396 shares
    Change vs previous 13F +1,165 shares

    0.83% of the 13F portfolio, value $3,854,234.

    13F-HR 0001754960-26-000164 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 37,231 shares
    Change vs previous 13F +3,620 shares

    0.94% of the 13F portfolio, value $3,749,197.

    13F-HR 0001754960-25-000681 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 33,611 shares
    Change vs previous 13F +11,654 shares

    0.93% of the 13F portfolio, value $3,384,299.

    13F-HR 0001754960-25-000502 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 21,957 shares
    Change vs previous 13F -1,604 shares

    0.68% of the 13F portfolio, value $2,210,364.

    13F-HR 0001754960-25-000250 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 23,561 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $2,363,680.

    13F-HR 0001754960-25-000129 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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