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Disclosery

Invariant Investment Management: SGOV position timeline

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

Invariant Investment Management held 59,727 SGOV shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 59,727 shares
    Change vs previous 13F 0 shares

    3.47% of the 13F portfolio, value $5,998,980.

    13F-HR 0001754960-26-000822 filed by Invariant Investment Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 59,727 shares
    Change vs previous 13F -9,750 shares

    3.52% of the 13F portfolio, value $5,998,980.

    13F-HR 0001754960-26-000436 filed by Invariant Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 69,477 shares
    Change vs previous 13F -7,465 shares

    4.3% of the 13F portfolio, value $6,979,659.

    13F-HR 0001754960-26-000231 filed by Invariant Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 76,942 shares
    Change vs previous 13F not available

    4.95% of the 13F portfolio, value $7,730,363.

    13F-HR 0001754960-26-000110 filed by Invariant Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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