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Disclosery

Intelligent Financial Strategies: SGOV position timeline

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

Intelligent Financial Strategies held 14,045 SGOV shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,045 shares
    Change vs previous 13F +252 shares

    0.68% of the 13F portfolio, value $1,413,903.

    13F-HR 0001911000-26-000004 filed by Intelligent Financial Strategies
    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 13,793 shares
    Change vs previous 13F +7,420 shares

    0.72% of the 13F portfolio, value $1,388,385.

    13F-HR 0001911000-26-000002 filed by Intelligent Financial Strategies
    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 6,373 shares
    Change vs previous 13F +618 shares

    0.31% of the 13F portfolio, value $639,730.

    13F-HR 0001911000-26-000001 filed by Intelligent Financial Strategies
    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 5,755 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $579,559.

    13F-HR 0001911000-25-000008 filed by Intelligent Financial Strategies
    Filed (acceptance time not in the bulk data set), ingested

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