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Disclosery

Norris Financial Group, LLC: SGOL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Norris Financial Group, LLC on SGOL, newest first. How the timeline and the estimate are built.

Norris Financial Group, LLC held 326,883 SGOL shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 326,883 shares
    Change vs previous 13F +20,498 shares

    4.97% of the 13F portfolio, value $12,496,737.

    13F-HR 0002129318-26-000029 filed by Norris Financial Group, 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 306,385 shares
    Change vs previous 13F -59 shares

    4.46% of the 13F portfolio, value $13,670,899.

    13F-HR 0002129318-26-000002 filed by Norris Financial Group, 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 306,444 shares
    Change vs previous 13F -2,200 shares

    4.28% of the 13F portfolio, value $12,588,720.

    13F-HR 0002129318-26-000003 filed by Norris Financial Group, 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 308,644 shares
    Change vs previous 13F +11,060 shares

    4.15% of the 13F portfolio, value $11,361,186.

    13F-HR 0002129318-26-000004 filed by Norris Financial Group, 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 297,584 shares
    Change vs previous 13F -46,894 shares

    3.84% of the 13F portfolio, value $9,385,799.

    13F-HR 0002129318-26-000005 filed by Norris Financial Group, 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 344,478 shares
    Change vs previous 13F +37,469 shares

    4.79% of the 13F portfolio, value $10,272,334.

    13F-HR 0002129318-26-000006 filed by Norris Financial Group, 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 307,009 shares
    Change vs previous 13F +20,233 shares

    3.61% of the 13F portfolio, value $7,690,575.

    13F-HR 0002129318-26-000007 filed by Norris Financial Group, 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 286,776 shares
    Change vs previous 13F not available

    3.55% of the 13F portfolio, value $7,206,681.

    13F-HR 0002129318-26-000008 filed by Norris Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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