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Hollow Brook Wealth Management LLC: SGOV position timeline

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

Hollow Brook Wealth Management LLC held 1,077,270 SGOV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,077,270 shares
    Change vs previous 13F +1,041,576 shares

    21.57% of the 13F portfolio, value $108,448,771.

    13F-HR 0001172661-26-003508 filed by Hollow Brook Wealth Management 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 35,694 shares
    Change vs previous 13F -788 shares

    0.92% of the 13F portfolio, value $3,592,958.

    13F-HR 0001172661-26-001778 filed by Hollow Brook Wealth Management 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 36,482 shares
    Change vs previous 13F -11,539 shares

    0.95% of the 13F portfolio, value $3,662,063.

    13F-HR 0001172661-26-000816 filed by Hollow Brook Wealth Management 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 48,021 shares
    Change vs previous 13F +5,944 shares

    1.14% of the 13F portfolio, value $4,835,715.

    13F-HR 0001172661-25-004924 filed by Hollow Brook Wealth Management 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 42,077 shares
    Change vs previous 13F not available

    1.24% of the 13F portfolio, value $4,236,733.

    13F-HR 0001172661-25-003146 filed by Hollow Brook Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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