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Disclosery

MOTIVE WEALTH ADVISORS: SGOV position timeline

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

MOTIVE WEALTH ADVISORS held 98,027 SGOV shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 98,027 shares
    Change vs previous 13F +30,534 shares

    4.06% of the 13F portfolio, value $9,868,378.

    13F-HR 0001754960-26-000562 filed by MOTIVE WEALTH ADVISORS
    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 67,493 shares
    Change vs previous 13F -2,999 shares

    3.19% of the 13F portfolio, value $6,793,845.

    13F-HR 0001754960-26-000259 filed by MOTIVE WEALTH ADVISORS
    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 70,492 shares
    Change vs previous 13F -7,899 shares

    3.01% of the 13F portfolio, value $7,075,987.

    13F-HR 0001754960-26-000068 filed by MOTIVE WEALTH ADVISORS
    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 78,391 shares
    Change vs previous 13F -13,385 shares

    3.4% of the 13F portfolio, value $7,893,974.

    13F-HR 0001754960-25-000693 filed by MOTIVE WEALTH ADVISORS
    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 91,776 shares
    Change vs previous 13F -7,007 shares

    4.21% of the 13F portfolio, value $9,240,925.

    13F-HR 0001754960-25-000400 filed by MOTIVE WEALTH ADVISORS
    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 98,783 shares
    Change vs previous 13F +27,708 shares

    5.32% of the 13F portfolio, value $9,944,485.

    13F-HR 0001754960-25-000208 filed by MOTIVE WEALTH ADVISORS
    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 71,075 shares
    Change vs previous 13F not available

    3.83% of the 13F portfolio, value $7,130,244.

    13F-HR 0001754960-25-000046 filed by MOTIVE WEALTH ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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