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Index Fund Advisors, Inc.: SGOV position timeline

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

Index Fund Advisors, Inc. held 428,528 SGOV shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 428,528 shares
    Change vs previous 13F +38,716 shares

    1.71% of the 13F portfolio, value $43,139,957.

    13F-HR 0001665097-26-000008 filed by Index Fund Advisors, Inc.
    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 389,812 shares
    Change vs previous 13F +8,608 shares

    1.77% of the 13F portfolio, value $39,238,501.

    13F-HR 0001665097-26-000004 filed by Index Fund Advisors, Inc.
    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 381,204 shares
    Change vs previous 13F -8,579 shares

    1.8% of the 13F portfolio, value $38,265,255.

    13F-HR 0001665097-26-000002 filed by Index Fund Advisors, Inc.
    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 389,783 shares
    Change vs previous 13F +387,255 shares

    1.9% of the 13F portfolio, value $39,251,113.

    13F-HR 0001665097-25-000011 filed by Index Fund Advisors, Inc.
    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 2,528 shares
    Change vs previous 13F +77 shares

    0.01% of the 13F portfolio, value $254,549.

    13F-HR 0001665097-25-000007 filed by Index Fund Advisors, Inc.
    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 2,451 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $246,742.

    13F-HR 0001665097-25-000004 filed by Index Fund Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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