Skip to content
Disclosery

LPWM LLC: SGOV position timeline

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

LPWM LLC held 16,528 SGOV shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,528 shares
    Change vs previous 13F +11,232 shares

    0.37% of the 13F portfolio, value $1,663,874.

    13F-HR 0001951757-26-001044 filed by LPWM 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 5,296 shares
    Change vs previous 13F -1,679 shares

    0.13% of the 13F portfolio, value $533,095.

    13F-HR 0001951757-26-000557 filed by LPWM 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 6,975 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $700,151.

    13F-HR 0001951757-26-000010 filed by LPWM LLC
    Filed (acceptance time not in the bulk data set), ingested

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