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Disclosery

NewEdge Advisors, LLC: SGOV position timeline

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

NewEdge Advisors, LLC held 325,651 SGOV shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 325,651 shares
    Change vs previous 13F +12,203 shares

    0.1% of the 13F portfolio, value $32,783,260.

    13F-HR 0001213900-26-088240 filed by NewEdge 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/A 313,448 shares
    Change vs previous 13F +191,141 shares

    0.11% of the 13F portfolio, value $31,551,669.

    13F-HR/A 0001213900-26-064375 filed by NewEdge 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 122,307 shares
    Change vs previous 13F -8,218 shares

    0.04% of the 13F portfolio, value $12,277,150.

    13F-HR 0001213900-26-017857 filed by NewEdge 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 130,525 shares
    Change vs previous 13F +39,717 shares

    0.06% of the 13F portfolio, value $13,143,867.

    13F-HR 0001213900-25-111189 filed by NewEdge 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 90,808 shares
    Change vs previous 13F +6,954 shares

    0.05% of the 13F portfolio, value $9,143,447.

    13F-HR 0001213900-25-076165 filed by NewEdge 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 83,854 shares
    Change vs previous 13F +19,613 shares

    0.05% of the 13F portfolio, value $8,441,593.

    13F-HR 0001213900-25-043870 filed by NewEdge 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 64,241 shares
    Change vs previous 13F +3,386 shares

    0.04% of the 13F portfolio, value $6,444,673.

    13F-HR 0001213900-25-013610 filed by NewEdge 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 60,855 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $6,129,257.

    13F-HR 0001213900-24-097991 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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