LiftPoint Family Wealth Advisors LLC: SGOV position timeline

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

LiftPoint Family Wealth Advisors LLC held 8,358 SGOV shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

period ended2026-06-30
13F 8,358 shares
Change vs previous 13F +3,633 shares
0.57% of the 13F portfolio, value $841,400.
13F-HR 0002110810-26-000003 filed by LiftPoint Family Wealth Advisors LLC
Filed 2026-08-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 4,725 shares
Change vs previous 13F not available
0.39% of the 13F portfolio, value $475,619.
13F-HR 0002110810-26-000002 filed by LiftPoint Family Wealth Advisors LLC
Filed 2026-04-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).