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Disclosery

Farnam Financial LLC: SGOV position timeline

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

Farnam Financial LLC held 99,403 SGOV shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 99,403 shares
    Change vs previous 13F -6,217 shares

    7.3% of the 13F portfolio, value $10,006,932.

    13F-HR 0001754960-26-000606 filed by Farnam Financial 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 105,620 shares
    Change vs previous 13F -32,108 shares

    8.75% of the 13F portfolio, value $10,631,707.

    13F-HR 0001754960-26-000340 filed by Farnam Financial 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 137,728 shares
    Change vs previous 13F +5,441 shares

    10.4% of the 13F portfolio, value $13,825,132.

    13F-HR 0001754960-26-000113 filed by Farnam Financial 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 132,287 shares
    Change vs previous 13F -6,736 shares

    10.35% of the 13F portfolio, value $13,321,263.

    13F-HR 0001754960-25-000706 filed by Farnam Financial 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 139,023 shares
    Change vs previous 13F -3,740 shares

    12.59% of the 13F portfolio, value $13,998,227.

    13F-HR 0001754960-25-000584 filed by Farnam Financial 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 142,763 shares
    Change vs previous 13F -13,932 shares

    14.59% of the 13F portfolio, value $14,371,911.

    13F-HR 0001754960-25-000585 filed by Farnam Financial 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 156,695 shares
    Change vs previous 13F +17,474 shares

    16.43% of the 13F portfolio, value $15,719,692.

    13F-HR 0001754960-25-000586 filed by Farnam Financial 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 139,221 shares
    Change vs previous 13F not available

    15.39% of the 13F portfolio, value $14,022,340.

    13F-HR 0001754960-25-000587 filed by Farnam Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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