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Fort Point Capital Partners LLC: SGOV position timeline

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

Fort Point Capital Partners LLC held 29,393 SGOV 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 29,393 shares
    Change vs previous 13F -8,706 shares

    0.32% of the 13F portfolio, value $2,958,976.

    13F-HR 0001589282-26-000006 filed by Fort Point Capital Partners 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 38,099 shares
    Change vs previous 13F -2,734 shares

    0.5% of the 13F portfolio, value $3,835,037.

    13F-HR 0001589282-26-000004 filed by Fort Point Capital Partners 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 40,833 shares
    Change vs previous 13F +7,957 shares

    0.5% of the 13F portfolio, value $4,104,529.

    13F-HR 0001589282-26-000002 filed by Fort Point Capital Partners 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 32,876 shares
    Change vs previous 13F +2,203 shares

    0.42% of the 13F portfolio, value $3,310,599.

    13F-HR 0001589282-25-000005 filed by Fort Point Capital Partners 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 30,673 shares
    Change vs previous 13F -1,113 shares

    0.31% of the 13F portfolio, value $3,088,467.

    13F-HR 0001879202-25-000030 filed by Fort Point Capital Partners 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 31,786 shares
    Change vs previous 13F -5,554 shares

    0.36% of the 13F portfolio, value $3,199,881.

    13F-HR 0001879202-25-000016 filed by Fort Point Capital Partners 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 37,340 shares
    Change vs previous 13F +24,673 shares

    0.42% of the 13F portfolio, value $3,745,950.

    13F-HR 0001879202-25-000002 filed by Fort Point Capital Partners 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 12,667 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,275,816.

    13F-HR 0001879202-24-000058 filed by Fort Point Capital Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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