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Mader & Shannon Wealth Management, Inc.: SGOV position timeline

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

Mader & Shannon Wealth Management, Inc. held 336,373 SGOV shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 336,373 shares
    Change vs previous 13F +1,176 shares

    15.82% of the 13F portfolio, value $33,862,670.

    13F-HR 0001535862-26-000005 filed by Mader & Shannon 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 335,197 shares
    Change vs previous 13F +317,927 shares

    15.62% of the 13F portfolio, value $33,740,930.

    13F-HR 0001535862-26-000003 filed by Mader & Shannon 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 17,270 shares
    Change vs previous 13F 0 shares

    0.85% of the 13F portfolio, value $1,739,089.

    13F-HR 0001535862-26-000002 filed by Mader & Shannon 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 17,270 shares
    Change vs previous 13F -170,817 shares

    0.85% of the 13F portfolio, value $1,739,089.

    13F-HR 0001535862-25-000006 filed by Mader & Shannon 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 188,087 shares
    Change vs previous 13F +1,442 shares

    10.32% of the 13F portfolio, value $18,938,480.

    13F-HR 0001535862-25-000005 filed by Mader & Shannon 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 186,645 shares
    Change vs previous 13F -21,525 shares

    10.72% of the 13F portfolio, value $18,789,552.

    13F-HR 0001535862-25-000002 filed by Mader & Shannon Wealth Management, Inc.
    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 208,170 shares
    Change vs previous 13F -34,170 shares

    12.91% of the 13F portfolio, value $20,883,614.

    13F-HR 0001535862-25-000001 filed by Mader & Shannon Wealth Management, Inc.
    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 242,340 shares
    Change vs previous 13F not available

    14.19% of the 13F portfolio, value $24,408,490.

    13F-HR 0001535862-24-000006 filed by Mader & Shannon Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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