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Disclosery

Fullerton Advisors, LLC: SGOV position timeline

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

Fullerton Advisors, LLC held 9,559 SGOV shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,559 shares
    Change vs previous 13F -3,559 shares

    0.9% of the 13F portfolio, value $962,335.

    13F-HR 0002085853-26-000865 filed by Fullerton 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 13,118 shares
    Change vs previous 13F -1,414 shares

    1.37% of the 13F portfolio, value $1,320,438.

    13F-HR 0002085853-26-000445 filed by Fullerton 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 14,532 shares
    Change vs previous 13F not available

    1.46% of the 13F portfolio, value $1,458,754.

    13F-HR 0002085853-26-000165 filed by Fullerton Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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