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Laurel Wealth Advisors LLC: SGOV position timeline

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

Laurel Wealth Advisors LLC held 294,790 SGOV shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 294,790 shares
    Change vs previous 13F +7,354 shares

    2.87% of the 13F portfolio, value $29,676,462.

    13F-HR 0001757128-26-000003 filed by Laurel Wealth Advisors 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 287,436 shares
    Change vs previous 13F +25,949 shares

    2.86% of the 13F portfolio, value $28,881,563.

    13F-HR 0001757128-26-000002 filed by Laurel Wealth Advisors 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 261,487 shares
    Change vs previous 13F +11,558 shares

    3.47% of the 13F portfolio, value $26,248,037.

    13F-HR 0001757128-26-000001 filed by Laurel Wealth Advisors 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 249,929 shares
    Change vs previous 13F +22,752 shares

    3.52% of the 13F portfolio, value $25,167,810.

    13F-HR 0001757128-25-000008 filed by Laurel Wealth Advisors 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/A 227,177 shares
    Change vs previous 13F +9,462 shares

    3.42% of the 13F portfolio, value $22,874,397.

    13F-HR/A 0001757128-25-000009 filed by Laurel Wealth Advisors 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 217,715 shares
    Change vs previous 13F +10,510 shares

    3.43% of the 13F portfolio, value $21,917,344.

    13F-HR 0001757128-25-000003 filed by Laurel Wealth Advisors 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 207,205 shares
    Change vs previous 13F +10,842 shares

    3.25% of the 13F portfolio, value $20,786,796.

    13F-HR 0001757128-25-000001 filed by Laurel Wealth Advisors 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 196,363 shares
    Change vs previous 13F not available

    3.18% of the 13F portfolio, value $19,777,672.

    13F-HR 0001757128-24-000005 filed by Laurel Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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