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Disclosery

Norris Financial Group, LLC: SGOV position timeline

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

Norris Financial Group, LLC held 38,154 SGOV 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 38,154 shares
    Change vs previous 13F +5,108 shares

    1.53% of the 13F portfolio, value $3,840,921.

    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 33,046 shares
    Change vs previous 13F +4,514 shares

    1.09% of the 13F portfolio, value $3,326,455.

    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 28,532 shares
    Change vs previous 13F +9,246 shares

    0.97% of the 13F portfolio, value $2,864,083.

    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 19,286 shares
    Change vs previous 13F -795 shares

    0.71% of the 13F portfolio, value $1,942,100.

    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 20,081 shares
    Change vs previous 13F -10,266 shares

    0.83% of the 13F portfolio, value $2,021,956.

    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 30,347 shares
    Change vs previous 13F +3,883 shares

    1.43% of the 13F portfolio, value $3,055,032.

    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 26,464 shares
    Change vs previous 13F +7,509 shares

    1.25% of the 13F portfolio, value $2,654,868.

    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 18,955 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $1,909,148.

    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).