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MONTGOMERY INVESTMENT MANAGEMENT INC: SGOV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MONTGOMERY INVESTMENT MANAGEMENT INC on SGOV, newest first. How the timeline and the estimate are built.

MONTGOMERY INVESTMENT MANAGEMENT INC held 141,490 SGOV shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 141,490 shares
    Change vs previous 13F +40,790 shares

    4.32% of the 13F portfolio, value $14,243,798.

    13F-HR 0001272544-26-000003 filed by MONTGOMERY INVESTMENT MANAGEMENT INC
    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 100,700 shares
    Change vs previous 13F +9,790 shares

    3.46% of the 13F portfolio, value $10,136,462.

    13F-HR 0001272544-26-000002 filed by MONTGOMERY INVESTMENT MANAGEMENT INC
    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 90,910 shares
    Change vs previous 13F +1,550 shares

    3.28% of the 13F portfolio, value $9,125,546.

    13F-HR 0001272544-26-000001 filed by MONTGOMERY INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 89,360 shares
    Change vs previous 13F +1,860 shares

    3.17% of the 13F portfolio, value $8,998,552.

    13F-HR 0001272544-25-000008 filed by MONTGOMERY INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 87,500 shares
    Change vs previous 13F +41,480 shares

    3.41% of the 13F portfolio, value $8,810,375.

    13F-HR 0001272544-25-000006 filed by MONTGOMERY INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 46,020 shares
    Change vs previous 13F +7,880 shares

    1.84% of the 13F portfolio, value $4,632,833.

    13F-HR 0001272544-25-000002 filed by MONTGOMERY INVESTMENT MANAGEMENT INC
    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 38,140 shares
    Change vs previous 13F +22,540 shares

    1.51% of the 13F portfolio, value $3,826,205.

    13F-HR 0001272544-25-000001 filed by MONTGOMERY INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 15,600 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $1,571,232.

    13F-HR 0001272544-24-000007 filed by MONTGOMERY INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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