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Disclosery

GM Advisory Group, LLC: SGOV position timeline

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

GM Advisory Group, LLC held 2,314,674 SGOV shares at 2026-03-31 per its 13F-HR filed 2026-04-28.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 2,314,674 shares
    Change vs previous 13F -178,817 shares

    8.97% of the 13F portfolio, value $232,995,116.

    13F-HR 0001598304-26-000002 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 2,493,491 shares
    Change vs previous 13F -76,108 shares

    9.81% of the 13F portfolio, value $250,296,602.

    13F-HR 0001598304-26-000001 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 2,569,599 shares
    Change vs previous 13F +1,358,619 shares

    11% of the 13F portfolio, value $258,758,615.

    13F-HR 0001598304-25-000003 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 1,210,980 shares
    Change vs previous 13F -272,446 shares

    6.03% of the 13F portfolio, value $121,933,621.

    13F-HR 0001085146-25-004951 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 1,483,426 shares
    Change vs previous 13F +146,540 shares

    8.06% of the 13F portfolio, value $149,336,493.

    13F-HR 0001085146-25-003078 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 1,336,886 shares
    Change vs previous 13F +383,084 shares

    7.42% of the 13F portfolio, value $134,116,445.

    13F-HR 0001085146-25-000953 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 953,802 shares
    Change vs previous 13F +192,891 shares

    5.76% of the 13F portfolio, value $96,066,890.

    13F-HR 0001085146-24-005500 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 760,911 shares
    Change vs previous 13F not available

    4.94% of the 13F portfolio, value $76,631,383.

    13F-HR 0001085146-24-003732 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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