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Flagship Private Wealth, LLC: SGOV position timeline

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

Flagship Private Wealth, LLC held 83,827 SGOV shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 83,827 shares
    Change vs previous 13F +1,394 shares

    2.98% of the 13F portfolio, value $8,438,892.

    13F-HR 0002085853-26-000929 filed by Flagship Private Wealth, 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 82,433 shares
    Change vs previous 13F -12,899 shares

    3.37% of the 13F portfolio, value $8,297,713.

    13F-HR 0002085853-26-000487 filed by Flagship Private Wealth, 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 95,332 shares
    Change vs previous 13F -24,299 shares

    3.76% of the 13F portfolio, value $9,569,431.

    13F-HR 0002085853-26-000195 filed by Flagship Private Wealth, 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 119,631 shares
    Change vs previous 13F -51,207 shares

    4.84% of the 13F portfolio, value $12,046,796.

    13F-HR 0002085853-25-000213 filed by Flagship Private Wealth, 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/A 170,838 shares
    Change vs previous 13F +62,685 shares

    7.31% of the 13F portfolio, value $17,201,662.

    13F-HR/A 0001667731-25-001056 filed by Flagship Private Wealth, 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 108,153 shares
    Change vs previous 13F +16,487 shares

    5.18% of the 13F portfolio, value $10,887,738.

    13F-HR 0001667731-25-000427 filed by Flagship Private Wealth, 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 91,666 shares
    Change vs previous 13F +50,150 shares

    4.43% of the 13F portfolio, value $9,195,950.

    13F-HR 0001667731-25-000072 filed by Flagship Private Wealth, 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 41,516 shares
    Change vs previous 13F not available

    2.15% of the 13F portfolio, value $4,181,493.

    13F-HR 0001842560-24-000004 filed by Flagship Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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