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McElhenny Sheffield Capital Management, LLC: SGOV position timeline

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

McElhenny Sheffield Capital Management, LLC held 547,033 SGOV shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 547,033 shares
    Change vs previous 13F -210,184 shares

    13.64% of the 13F portfolio, value $55,069,829.

    13F-HR 0001754960-26-000610 filed by McElhenny Sheffield Capital Management, 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 757,217 shares
    Change vs previous 13F +757,217 shares

    18.9% of the 13F portfolio, value $76,221,454.

    13F-HR 0001754960-26-000308 filed by McElhenny Sheffield Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -400,289 shares

    13F-HR 0001754960-25-000202 filed by McElhenny Sheffield Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2024-12-31
    13F 400,289 shares
    Change vs previous 13F not available

    13.46% of the 13F portfolio, value $40,156,992.

    13F-HR 0001754960-25-000035 filed by McElhenny Sheffield Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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