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Mutual Advisors, LLC: SGOV position timeline

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

Mutual Advisors, LLC held 1,052,850 SGOV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,052,850 shares
    Change vs previous 13F +30,357 shares

    2% of the 13F portfolio, value $105,990,384.

    13F-HR 0001986152-26-000154 filed by Mutual 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 1,022,493 shares
    Change vs previous 13F +13,538 shares

    2.21% of the 13F portfolio, value $102,924,112.

    13F-HR 0001986152-26-000054 filed by Mutual 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 1,008,955 shares
    Change vs previous 13F -473 shares

    2.17% of the 13F portfolio, value $101,278,937.

    13F-HR 0001986152-26-000005 filed by Mutual 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 1,009,428 shares
    Change vs previous 13F +139,479 shares

    2.24% of the 13F portfolio, value $101,568,622.

    13F-HR 0001986152-25-000100 filed by Mutual 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 869,949 shares
    Change vs previous 13F +24,060 shares

    2.19% of the 13F portfolio, value $87,569,018.

    13F-HR 0001986152-25-000050 filed by Mutual 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 845,889 shares
    Change vs previous 13F +838,483 shares

    2.44% of the 13F portfolio, value $85,138,761.

    13F-HR 0001986152-25-000037 filed by Mutual 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 7,406 shares
    Change vs previous 13F -1,248 shares

    0.02% of the 13F portfolio, value $744,255.

    13F-HR 0001986152-25-000002 filed by Mutual 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 8,654 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $870,792.

    13F-HR 0001986152-24-000046 filed by Mutual Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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