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Focused Wealth Management, Inc: SGOV position timeline

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

Focused Wealth Management, Inc held 151,154 SGOV shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 151,154 shares
    Change vs previous 13F -35,378 shares

    1.34% of the 13F portfolio, value $15,216,717.

    13F-HR 0002085853-26-000947 filed by Focused Wealth Management, Inc
    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 186,532 shares
    Change vs previous 13F -28,137 shares

    1.96% of the 13F portfolio, value $18,776,361.

    13F-HR 0002085853-26-000415 filed by Focused Wealth Management, Inc
    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 214,669 shares
    Change vs previous 13F -47,543 shares

    2.29% of the 13F portfolio, value $21,548,490.

    13F-HR 0002085853-26-000135 filed by Focused Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 262,212 shares
    Change vs previous 13F +7,048 shares

    2.86% of the 13F portfolio, value $26,404,797.

    13F-HR 0002085853-25-000057 filed by Focused Wealth Management, Inc
    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 255,164 shares
    Change vs previous 13F -50,763 shares

    3.14% of the 13F portfolio, value $25,692,477.

    13F-HR 0001667731-25-000798 filed by Focused Wealth Management, Inc
    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 305,927 shares
    Change vs previous 13F -41,518 shares

    4.19% of the 13F portfolio, value $30,797,654.

    13F-HR 0001667731-25-000566 filed by Focused Wealth Management, Inc
    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 347,445 shares
    Change vs previous 13F -17,287 shares

    4.71% of the 13F portfolio, value $34,855,701.

    13F-HR 0001667731-25-000144 filed by Focused Wealth Management, Inc
    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 364,732 shares
    Change vs previous 13F not available

    4.94% of the 13F portfolio, value $36,735,775.

    13F-HR 0001586052-24-000004 filed by Focused Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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