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MAIMON WEALTH MANAGEMENT LTD.: SGOV position timeline

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

MAIMON WEALTH MANAGEMENT LTD. held 3,400 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 3,400 shares
    Change vs previous 13F -2,500 shares

    0.26% of the 13F portfolio, value $342,278.

    13F-HR 0001951757-26-001049 filed by MAIMON WEALTH MANAGEMENT LTD.
    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 5,900 shares
    Change vs previous 13F -4,400 shares

    0.52% of the 13F portfolio, value $593,894.

    13F-HR 0001951757-26-000801 filed by MAIMON WEALTH MANAGEMENT LTD.
    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 10,300 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $1,033,914.

    13F-HR 0001951757-26-000800 filed by MAIMON WEALTH MANAGEMENT LTD.
    Filed (acceptance time not in the bulk data set), ingested

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