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Disclosery

Journey Advisory Group, LLC: SGOV position timeline

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

Journey Advisory Group, LLC held 180,525 SGOV shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 180,525 shares
    Change vs previous 13F -456,504 shares

    1.39% of the 13F portfolio, value $18,173,452.

    13F-HR 0001765380-26-000267 filed by Journey Advisory Group, 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 637,029 shares
    Change vs previous 13F +550,820 shares

    5.5% of the 13F portfolio, value $64,123,339.

    13F-HR 0001765380-26-000165 filed by Journey Advisory Group, 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 86,209 shares
    Change vs previous 13F -71,415 shares

    0.73% of the 13F portfolio, value $8,653,659.

    13F-HR 0001765380-26-000040 filed by Journey Advisory Group, 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 157,624 shares
    Change vs previous 13F -126 shares

    1.18% of the 13F portfolio, value $15,872,737.

    13F-HR 0001765380-25-000453 filed by Journey Advisory Group, 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 157,750 shares
    Change vs previous 13F +22,406 shares

    1.24% of the 13F portfolio, value $15,883,848.

    13F-HR 0001765380-25-000270 filed by Journey Advisory Group, 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 135,344 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $13,625,081.

    13F-HR 0001765380-25-000221 filed by Journey Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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