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Disclosery

Hedeker Wealth, LLC: SGOV position timeline

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

Hedeker Wealth, LLC held 0 SGOV shares at 2025-06-30 per its 13F-HR filed 2025-08-08.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -3,694 shares

    13F-HR 0001172661-25-002984 filed by Hedeker Wealth, LLC
    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.

  2. period ended2025-03-31
    13F 3,694 shares
    Change vs previous 13F +10 shares

    0.1% of the 13F portfolio, value $371,879.

    13F-HR 0001172661-25-001587 filed by Hedeker Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 3,684 shares
    Change vs previous 13F +1,441 shares

    0.09% of the 13F portfolio, value $369,561.

    13F-HR 0001172661-25-000370 filed by Hedeker Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 2,243 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $225,915.

    13F-HR 0001172661-24-004361 filed by Hedeker Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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