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Disclosery

KLEIN PAVLIS & PEASLEY FINANCIAL, INC.: SGOV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of KLEIN PAVLIS & PEASLEY FINANCIAL, INC. on SGOV, newest first. How the timeline and the estimate are built.

KLEIN PAVLIS & PEASLEY FINANCIAL, INC. held 111,437 SGOV shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 111,437 shares
    Change vs previous 13F +42,341 shares

    5.68% of the 13F portfolio, value $11,219,463.

    13F-HR 0001907480-26-000004 filed by KLEIN PAVLIS & PEASLEY FINANCIAL, INC.
    Accepted , ingested

  2. period ended2026-06-30
    13F 69,096 shares
    Change vs previous 13F +13,795 shares

    3.62% of the 13F portfolio, value $6,955,851.

    13F-HR 0001907480-26-000003 filed by KLEIN PAVLIS & PEASLEY FINANCIAL, INC.
    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 55,301 shares
    Change vs previous 13F -7,460 shares

    3.08% of the 13F portfolio, value $5,566,610.

    13F-HR 0001907480-26-000002 filed by KLEIN PAVLIS & PEASLEY FINANCIAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 62,761 shares
    Change vs previous 13F -8,460 shares

    3.71% of the 13F portfolio, value $6,299,934.

    13F-HR 0001907480-26-000001 filed by KLEIN PAVLIS & PEASLEY FINANCIAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 71,221 shares
    Change vs previous 13F -73,775 shares

    4.4% of the 13F portfolio, value $7,171,984.

    13F-HR 0001907480-25-000007 filed by KLEIN PAVLIS & PEASLEY FINANCIAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 144,996 shares
    Change vs previous 13F +77,425 shares

    9.74% of the 13F portfolio, value $14,599,658.

    13F-HR 0001907480-25-000006 filed by KLEIN PAVLIS & PEASLEY FINANCIAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 67,571 shares
    Change vs previous 13F +15,297 shares

    4.88% of the 13F portfolio, value $6,780,707.

    13F-HR 0001907480-25-000004 filed by KLEIN PAVLIS & PEASLEY FINANCIAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 52,274 shares
    Change vs previous 13F not available

    4.24% of the 13F portfolio, value $5,244,147.

    13F-HR 0001667731-25-000140 filed by KLEIN PAVLIS & PEASLEY FINANCIAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

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