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Disclosery

McAdam, LLC: SGOV position timeline

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

McAdam, LLC held 30,659 SGOV shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,659 shares
    Change vs previous 13F +2,711 shares

    0.12% of the 13F portfolio, value $3,086,416.

    13F-HR 0001580642-26-004862 filed by McAdam, 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 27,948 shares
    Change vs previous 13F -1,290 shares

    0.13% of the 13F portfolio, value $2,813,210.

    13F-HR 0001580642-26-003102 filed by McAdam, 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 29,238 shares
    Change vs previous 13F +4,582 shares

    0.13% of the 13F portfolio, value $2,934,875.

    13F-HR 0001580642-26-001071 filed by McAdam, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 24,656 shares
    Change vs previous 13F -4,174 shares

    0.12% of the 13F portfolio, value $2,482,859.

    13F-HR 0001580642-25-006815 filed by McAdam, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 28,830 shares
    Change vs previous 13F -3,071 shares

    0.16% of the 13F portfolio, value $2,902,893.

    13F-HR 0001580642-25-004274 filed by McAdam, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 31,901 shares
    Change vs previous 13F -9,225 shares

    0.2% of the 13F portfolio, value $3,211,474.

    13F-HR 0001580642-25-003207 filed by McAdam, LLC
    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 41,126 shares
    Change vs previous 13F +7,394 shares

    0.23% of the 13F portfolio, value $4,125,760.

    13F-HR 0001580642-25-000421 filed by McAdam, LLC
    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 33,732 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $3,397,473.

    13F-HR 0001580642-24-006273 filed by McAdam, LLC
    Filed (acceptance time not in the bulk data set), ingested

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