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Disclosery

Hayek Kallen Investment Management: SGOV position timeline

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

Hayek Kallen Investment Management held 63,313 SGOV shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 63,313 shares
    Change vs previous 13F +2,548 shares

    1.93% of the 13F portfolio, value $6,374,000.

    13F-HR 0001430681-26-000003 filed by Hayek Kallen Investment Management
    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 60,765 shares
    Change vs previous 13F +60,765 shares

    1.99% of the 13F portfolio, value $6,117,000.

    13F-HR 0001430681-26-000002 filed by Hayek Kallen Investment Management
    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 0 shares
    Change vs previous 13F -52,200 shares

    13F-HR 0001430681-26-000001 filed by Hayek Kallen Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-09-30
    13F 52,200 shares
    Change vs previous 13F +6,834 shares

    1.66% of the 13F portfolio, value $5,257,000.

    13F-HR 0001430681-25-000005 filed by Hayek Kallen Investment Management
    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 45,366 shares
    Change vs previous 13F +2,796 shares

    1.55% of the 13F portfolio, value $4,568,000.

    13F-HR 0001430681-25-000003 filed by Hayek Kallen Investment Management
    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 42,570 shares
    Change vs previous 13F +5,745 shares

    1.58% of the 13F portfolio, value $4,286,000.

    13F-HR 0001430681-25-000002 filed by Hayek Kallen Investment Management
    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 36,825 shares
    Change vs previous 13F +10,935 shares

    1.34% of the 13F portfolio, value $3,694,000.

    13F-HR 0001430681-25-000001 filed by Hayek Kallen Investment Management
    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 25,890 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $2,608,000.

    13F-HR 0001430681-24-000005 filed by Hayek Kallen Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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