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MONECO ADVISORS, LLC: SGOV position timeline

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

MONECO ADVISORS, LLC held 637,159 SGOV shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 637,159 shares
    Change vs previous 13F +36,940 shares

    3.92% of the 13F portfolio, value $64,142,794.

    13F-HR 0001765690-26-000011 filed by MONECO ADVISORS, 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 600,219 shares
    Change vs previous 13F -72,528 shares

    4.69% of the 13F portfolio, value $60,418,041.

    13F-HR 0001765690-26-000007 filed by MONECO ADVISORS, 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 672,747 shares
    Change vs previous 13F +6,662 shares

    5.36% of the 13F portfolio, value $67,530,306.

    13F-HR 0001765690-26-000005 filed by MONECO ADVISORS, 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 666,085 shares
    Change vs previous 13F +57,415 shares

    5.6% of the 13F portfolio, value $67,074,803.

    13F-HR 0001765690-25-000013 filed by MONECO ADVISORS, 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 608,670 shares
    Change vs previous 13F +70,973 shares

    5.7% of the 13F portfolio, value $61,286,940.

    13F-HR 0001765690-25-000002 filed by MONECO ADVISORS, 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/A 537,697 shares
    Change vs previous 13F +12,421 shares

    5.6% of the 13F portfolio, value $54,129,997.

    13F-HR/A 0001765690-25-000006 filed by MONECO ADVISORS, 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/A 525,276 shares
    Change vs previous 13F +328,542 shares

    5.56% of the 13F portfolio, value $52,695,689.

    13F-HR/A 0001765690-25-000005 filed by MONECO ADVISORS, 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 196,734 shares
    Change vs previous 13F not available

    2.47% of the 13F portfolio, value $19,815,054.

    13F-HR 0001085146-24-005135 filed by MONECO ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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