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Koa Wealth Management, LLC: SGOV position timeline

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

Koa Wealth Management, LLC held 100,322 SGOV shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 100,322 shares
    Change vs previous 13F -7,933 shares

    6.87% of the 13F portfolio, value $10,099,437.

    13F-HR 0001172661-26-002703 filed by Koa Wealth Management, 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 108,255 shares
    Change vs previous 13F +30,457 shares

    7.88% of the 13F portfolio, value $10,896,944.

    13F-HR 0001172661-26-001567 filed by Koa Wealth Management, 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 77,798 shares
    Change vs previous 13F +16,525 shares

    5.36% of the 13F portfolio, value $7,809,363.

    13F-HR 0001172661-26-000393 filed by Koa Wealth Management, 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 61,273 shares
    Change vs previous 13F +986 shares

    4.58% of the 13F portfolio, value $6,170,191.

    13F-HR 0001172661-25-004446 filed by Koa Wealth Management, 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 60,287 shares
    Change vs previous 13F -286 shares

    4.82% of the 13F portfolio, value $6,070,298.

    13F-HR 0001172661-25-002749 filed by Koa Wealth Management, 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 60,573 shares
    Change vs previous 13F -7,823 shares

    4.92% of the 13F portfolio, value $6,097,884.

    13F-HR 0001172661-25-001663 filed by Koa Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 68,396 shares
    Change vs previous 13F +11,354 shares

    5.61% of the 13F portfolio, value $6,861,487.

    13F-HR 0001172661-25-000327 filed by Koa Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 57,042 shares
    Change vs previous 13F not available

    4.44% of the 13F portfolio, value $5,745,270.

    13F-HR 0001172661-24-004482 filed by Koa Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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