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Disclosery

Financial Planning Hawaii, Inc.: SGOV position timeline

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

Financial Planning Hawaii, Inc. held 24,689 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 24,689 shares
    Change vs previous 13F +876 shares

    1.35% of the 13F portfolio, value $2,485,660.

    13F-HR 0002105146-26-000004 filed by Financial Planning Hawaii, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 23,813 shares
    Change vs previous 13F -274 shares

    1.29% of the 13F portfolio, value $2,397,249.

    13F-HR 0002105146-26-000003 filed by Financial Planning Hawaii, Inc.
    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 24,087 shares
    Change vs previous 13F +5,209 shares

    1.43% of the 13F portfolio, value $2,424,585.

    13F-HR 0002105146-26-000002 filed by Financial Planning Hawaii, Inc.
    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 18,878 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $1,894,968.

    13F-HR 0002105146-26-000001 filed by Financial Planning Hawaii, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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