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Leicht Financial Planning & Wealth Management, Inc.: SGOV position timeline

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

Leicht Financial Planning & Wealth Management, Inc. held 34,973 SGOV shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,973 shares
    Change vs previous 13F -8,980 shares

    1.44% of the 13F portfolio, value $3,520,725.

    13F-HR 0001710666-26-000005 filed by Leicht Financial Planning & Wealth Management, Inc.
    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 43,953 shares
    Change vs previous 13F +2,336 shares

    2.01% of the 13F portfolio, value $4,424,356.

    13F-HR 0001710666-26-000004 filed by Leicht Financial Planning & Wealth Management, Inc.
    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 41,617 shares
    Change vs previous 13F +10,048 shares

    1.87% of the 13F portfolio, value $4,177,533.

    13F-HR 0001710666-26-000001 filed by Leicht Financial Planning & Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 31,569 shares
    Change vs previous 13F +6,658 shares

    1.43% of the 13F portfolio, value $3,178,994.

    13F-HR 0001710666-25-000003 filed by Leicht Financial Planning & Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 24,911 shares
    Change vs previous 13F +9,143 shares

    1.19% of the 13F portfolio, value $2,508,244.

    13F-HR 0001085146-25-004718 filed by Leicht Financial Planning & Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 15,768 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $1,587,365.

    13F-HR 0001085146-25-002071 filed by Leicht Financial Planning & Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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