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Disclosery

IFS Advisors, LLC: SGOV position timeline

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

IFS Advisors, LLC held 176,007 SGOV shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 176,007 shares
    Change vs previous 13F -1,160 shares

    8.49% of the 13F portfolio, value $17,718,696.

    13F-HR 0001765617-26-000005 filed by IFS 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 177,167 shares
    Change vs previous 13F +2,029 shares

    9.19% of the 13F portfolio, value $17,833,695.

    13F-HR 0001765617-26-000004 filed by IFS 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 175,138 shares
    Change vs previous 13F -36,619 shares

    9.13% of the 13F portfolio, value $17,580,374.

    13F-HR 0001765617-26-000002 filed by IFS 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 211,757 shares
    Change vs previous 13F -1,932 shares

    12.48% of the 13F portfolio, value $21,323,966.

    13F-HR 0001765617-25-000010 filed by IFS 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 213,689 shares
    Change vs previous 13F +8,991 shares

    16.28% of the 13F portfolio, value $21,516,401.

    13F-HR 0001765617-25-000007 filed by IFS 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 204,698 shares
    Change vs previous 13F +8,527 shares

    16.73% of the 13F portfolio, value $20,606,991.

    13F-HR 0001765617-25-000005 filed by IFS 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 196,171 shares
    Change vs previous 13F -942 shares

    15.47% of the 13F portfolio, value $19,679,937.

    13F-HR 0001765617-25-000002 filed by IFS 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 197,113 shares
    Change vs previous 13F not available

    15.72% of the 13F portfolio, value $19,853,266.

    13F-HR 0001765617-24-000006 filed by IFS Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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