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McClarren Financial Advisors, Inc.: SGOV position timeline

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

McClarren Financial Advisors, Inc. held 33,784 SGOV shares at 2026-09-30 per its 13F-HR filed 2026-10-15.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 33,784 shares
    Change vs previous 13F -6,908 shares

    1.72% of the 13F portfolio, value $3,401,328.

    13F-HR 0001214659-26-012936 filed by McClarren Financial Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 40,692 shares
    Change vs previous 13F +1,475 shares

    2.12% of the 13F portfolio, value $4,096,504.

    13F-HR 0001214659-26-008656 filed by McClarren Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 39,217 shares
    Change vs previous 13F +27,568 shares

    2.34% of the 13F portfolio, value $3,947,560.

    13F-HR 0001214659-26-004716 filed by McClarren Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 11,649 shares
    Change vs previous 13F -11,268 shares

    1.8% of the 13F portfolio, value $3,014,915.

    13F-HR 0001214659-26-000385 filed by McClarren Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 22,917 shares
    Change vs previous 13F -210 shares

    1.78% of the 13F portfolio, value $2,906,924.

    13F-HR 0001214659-25-014963 filed by McClarren Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 23,127 shares
    Change vs previous 13F +16,926 shares

    1.52% of the 13F portfolio, value $2,328,644.

    13F-HR 0001214659-25-011634 filed by McClarren Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 6,201 shares
    Change vs previous 13F +4,201 shares

    0.41% of the 13F portfolio, value $621,000.

    13F-HR 0001842974-25-000001 filed by McClarren Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 2,000 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $200,000.

    13F-HR 0001907157-25-000007 filed by McClarren Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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