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Kohmann Bosshard Financial Services, LLC: SGOV position timeline

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

Kohmann Bosshard Financial Services, LLC held 50,179 SGOV shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 50,179 shares
    Change vs previous 13F -203,788 shares

    0.43% of the 13F portfolio, value $5,051,479.

    13F-HR 0001696615-26-000004 filed by Kohmann Bosshard Financial Services, 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/A 253,967 shares
    Change vs previous 13F +8,270 shares

    2.49% of the 13F portfolio, value $25,564,308.

    13F-HR/A 0001696615-26-000003 filed by Kohmann Bosshard Financial Services, 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 245,697 shares
    Change vs previous 13F +15,706 shares

    2.2% of the 13F portfolio, value $24,619,699.

    13F-HR 0001696615-26-000001 filed by Kohmann Bosshard Financial Services, 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 229,991 shares
    Change vs previous 13F -3,950 shares

    2.54% of the 13F portfolio, value $24,829,991.

    13F-HR 0001696615-25-000007 filed by Kohmann Bosshard Financial Services, 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 233,941 shares
    Change vs previous 13F +17,153 shares

    2.63% of the 13F portfolio, value $23,555,495.

    13F-HR 0001696615-25-000003 filed by Kohmann Bosshard Financial Services, 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 216,788 shares
    Change vs previous 13F +1,554 shares

    2.57% of the 13F portfolio, value $21,814,695.

    13F-HR 0001696615-25-000002 filed by Kohmann Bosshard Financial Services, 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 215,234 shares
    Change vs previous 13F +2,720 shares

    2.59% of the 13F portfolio, value $21,592,237.

    13F-HR 0001696615-25-000001 filed by Kohmann Bosshard Financial Services, 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 212,514 shares
    Change vs previous 13F not available

    2.66% of the 13F portfolio, value $21,404,455.

    13F-HR 0001754960-24-000510 filed by Kohmann Bosshard Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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