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Frederick Financial Consultants, LLC: SGOV position timeline

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

Frederick Financial Consultants, LLC held 20,958 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 20,958 shares
    Change vs previous 13F +10,314 shares

    0.9% of the 13F portfolio, value $2,109,829.

    13F-HR 0002055328-26-000003 filed by Frederick Financial Consultants, 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 10,644 shares
    Change vs previous 13F +4,604 shares

    0.53% of the 13F portfolio, value $1,071,412.

    13F-HR 0002055328-26-000002 filed by Frederick Financial Consultants, 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 6,040 shares
    Change vs previous 13F +3,177 shares

    0.33% of the 13F portfolio, value $606,287.

    13F-HR 0002055328-26-000001 filed by Frederick Financial Consultants, 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 2,863 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $288,304.

    13F-HR 0002055328-25-000006 filed by Frederick Financial Consultants, LLC
    Filed (acceptance time not in the bulk data set), ingested

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