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Michael A. Dubis Financial Planning, LLC: SGOV position timeline

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

Michael A. Dubis Financial Planning, LLC held 142,686 SGOV shares at 2025-03-31 per its 13F-HR filed 2025-04-15.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 142,686 shares
    Change vs previous 13F -1,322 shares

    13.94% of the 13F portfolio, value $14,364,231.

    13F-HR 0002063364-25-000027 filed by Michael A. Dubis Financial Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 144,008 shares
    Change vs previous 13F not available

    13.97% of the 13F portfolio, value $14,447,000.

    13F-HR 0001345576-25-000005 filed by Michael A. Dubis Financial Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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