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FIDUCIARY FINANCIAL GROUP, LLC: SGOV position timeline

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

FIDUCIARY FINANCIAL GROUP, LLC held 777,752 SGOV shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 777,752 shares
    Change vs previous 13F +105,468 shares

    9.14% of the 13F portfolio, value $78,304,100.

    13F-HR 0001754960-26-000845 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 672,284 shares
    Change vs previous 13F +43,506 shares

    7.67% of the 13F portfolio, value $67,678,809.

    13F-HR 0001754960-26-000471 filed by FIDUCIARY FINANCIAL GROUP, LLC
    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 628,778 shares
    Change vs previous 13F +59,570 shares

    8.39% of the 13F portfolio, value $63,292,784.

    13F-HR 0001754960-26-000225 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 569,208 shares
    Change vs previous 13F +184,416 shares

    8.07% of the 13F portfolio, value $57,137,129.

    13F-HR 0001754960-26-000021 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 384,792 shares
    Change vs previous 13F +124,083 shares

    6.12% of the 13F portfolio, value $38,748,580.

    13F-HR 0001754960-25-000648 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 260,709 shares
    Change vs previous 13F +79,100 shares

    4.73% of the 13F portfolio, value $26,167,409.

    13F-HR 0001754960-25-000315 filed by FIDUCIARY FINANCIAL GROUP, LLC
    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 181,609 shares
    Change vs previous 13F -27,294 shares

    3.97% of the 13F portfolio, value $18,240,767.

    13F-HR 0001754960-25-000185 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 208,903 shares
    Change vs previous 13F not available

    4.6% of the 13F portfolio, value $20,984,306.

    13F-HR 0001754960-25-000008 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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