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Highland Financial Advisors, LLC: SGOV position timeline

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

Highland Financial Advisors, LLC held 113,186 SGOV shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 113,186 shares
    Change vs previous 13F +4,338 shares

    2.51% of the 13F portfolio, value $11,394,394.

    13F-HR 0002063364-26-000184 filed by Highland Financial 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 108,848 shares
    Change vs previous 13F +2,541 shares

    2.89% of the 13F portfolio, value $10,956,593.

    13F-HR 0002063364-26-000113 filed by Highland Financial 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 106,307 shares
    Change vs previous 13F +3,002 shares

    2.96% of the 13F portfolio, value $10,671,083.

    13F-HR 0002063364-26-000024 filed by Highland Financial Advisors, 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 103,305 shares
    Change vs previous 13F +1,649 shares

    2.98% of the 13F portfolio, value $10,402,766.

    13F-HR 0002063364-25-000254 filed by Highland Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 101,656 shares
    Change vs previous 13F -481 shares

    3.29% of the 13F portfolio, value $10,235,702.

    13F-HR 0002063364-25-000133 filed by Highland Financial Advisors, LLC
    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 102,137 shares
    Change vs previous 13F +2,508 shares

    3.68% of the 13F portfolio, value $10,282,138.

    13F-HR 0002063364-25-000011 filed by Highland Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 99,629 shares
    Change vs previous 13F +887 shares

    3.46% of the 13F portfolio, value $9,995,000.

    13F-HR 0001939237-25-000002 filed by Highland Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 98,742 shares
    Change vs previous 13F not available

    3.53% of the 13F portfolio, value $9,945,000.

    13F-HR 0001939237-24-000012 filed by Highland Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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