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Lake Hills Wealth Management, LLC: SGOV position timeline

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

Lake Hills Wealth Management, LLC held 80,633 SGOV shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 80,633 shares
    Change vs previous 13F +80,633 shares

    3.73% of the 13F portfolio, value $8,118,130.

    13F-HR 0001214659-26-012617 filed by Lake Hills Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -2,256 shares

    13F-HR 0001214659-26-008272 filed by Lake Hills Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2026-03-31
    13F 2,256 shares
    Change vs previous 13F -448 shares

    0.13% of the 13F portfolio, value $227,089.

    13F-HR 0001214659-26-004538 filed by Lake Hills 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 ended2025-12-31
    13F 2,704 shares
    Change vs previous 13F +2,704 shares

    0.14% of the 13F portfolio, value $271,428.

    13F-HR 0001214659-26-000220 filed by Lake Hills 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 0 shares
    Change vs previous 13F -9,630 shares

    13F-HR 0001214659-25-010197 filed by Lake Hills Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  6. period ended2025-03-31
    13F 9,630 shares
    Change vs previous 13F +9,630 shares

    0.67% of the 13F portfolio, value $969,452.

    13F-HR 0001214659-25-005776 filed by Lake Hills 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 0 shares
    Change vs previous 13F not available

    13F-HR 0001214659-25-000884 filed by Lake Hills Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.