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Disclosery

Finhabits Advisors LLC: SGOL position timeline

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

Finhabits Advisors LLC held 11,378 SGOL shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,378 shares
    Change vs previous 13F -1,238 shares

    0.37% of the 13F portfolio, value $434,977.

    13F-HR 0002106949-26-000004 filed by Finhabits Advisors 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 12,616 shares
    Change vs previous 13F -215 shares

    0.52% of the 13F portfolio, value $562,941.

    13F-HR 0002106949-26-000003 filed by Finhabits Advisors 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 12,831 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $527,116.

    13F-HR 0002106949-26-000002 filed by Finhabits Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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