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LifeGoal Investments, LLC: SGOV position timeline

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

LifeGoal Investments, LLC held 19,685 SGOV shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 19,685 shares
    Change vs previous 13F +14,573 shares

    0.6% of the 13F portfolio, value $1,981,925.

    13F-HR 0001754960-26-000832 filed by LifeGoal Investments, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,112 shares
    Change vs previous 13F -3,365 shares

    0.24% of the 13F portfolio, value $514,608.

    13F-HR 0001754960-26-000428 filed by LifeGoal Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 8,477 shares
    Change vs previous 13F -1,149 shares

    0.49% of the 13F portfolio, value $850,959.

    13F-HR 0001754960-26-000251 filed by LifeGoal Investments, 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 9,626 shares
    Change vs previous 13F -17,405 shares

    0.64% of the 13F portfolio, value $966,226.

    13F-HR 0001754960-26-000066 filed by LifeGoal Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 27,031 shares
    Change vs previous 13F +10,074 shares

    2.18% of the 13F portfolio, value $2,621,361.

    13F-HR 0001754960-25-000803 filed by LifeGoal Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 16,957 shares
    Change vs previous 13F +9,639 shares

    1.62% of the 13F portfolio, value $1,707,418.

    13F-HR 0001754960-25-000427 filed by LifeGoal Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 7,318 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $736,664.

    13F-HR 0001754960-25-000221 filed by LifeGoal Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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