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Disclosery

MEMBERS WEALTH LLC: SGOV position timeline

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

MEMBERS WEALTH LLC held 31,650 SGOV shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,650 shares
    Change vs previous 13F +8,585 shares

    1.75% of the 13F portfolio, value $3,186,246.

    13F-HR 0001951757-26-000963 filed by MEMBERS WEALTH 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 23,065 shares
    Change vs previous 13F -11,598 shares

    1.39% of the 13F portfolio, value $2,320,388.

    13F-HR 0001951757-26-000720 filed by MEMBERS WEALTH 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 34,663 shares
    Change vs previous 13F -31,807 shares

    2.18% of the 13F portfolio, value $3,487,760.

    13F-HR 0001951757-26-000321 filed by MEMBERS WEALTH 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 66,470 shares
    Change vs previous 13F +4,875 shares

    4.23% of the 13F portfolio, value $6,671,609.

    13F-HR 0001951757-25-001419 filed by MEMBERS WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 61,595 shares
    Change vs previous 13F +11,209 shares

    4.68% of the 13F portfolio, value $6,200,786.

    13F-HR 0001951757-25-000371 filed by MEMBERS WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 50,386 shares
    Change vs previous 13F not available

    3.78% of the 13F portfolio, value $5,060,732.

    13F-HR 0001951757-25-000280 filed by MEMBERS WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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