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Disclosery

NorthRock Partners, LLC: SGOV position timeline

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

NorthRock Partners, LLC held 2,736,985 SGOV shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,736,985 shares
    Change vs previous 13F +494,075 shares

    4% of the 13F portfolio, value $275,532,249.

    13F-HR 0001172661-26-003263 filed by NorthRock Partners, 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 2,242,910 shares
    Change vs previous 13F +223,483 shares

    3.64% of the 13F portfolio, value $225,771,411.

    13F-HR 0001172661-26-002224 filed by NorthRock Partners, 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 2,019,427 shares
    Change vs previous 13F +137,302 shares

    3.42% of the 13F portfolio, value $202,710,120.

    13F-HR 0001172661-26-001063 filed by NorthRock Partners, 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 1,882,125 shares
    Change vs previous 13F +140,040 shares

    3.43% of the 13F portfolio, value $189,530,006.

    13F-HR 0001172661-25-004787 filed by NorthRock Partners, 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/A 1,742,085 shares
    Change vs previous 13F +50,472 shares

    4.57% of the 13F portfolio, value $175,410,510.

    13F-HR/A 0001172661-25-004912 filed by NorthRock Partners, 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 1,691,613 shares
    Change vs previous 13F -3,144 shares

    5.72% of the 13F portfolio, value $170,294,660.

    13F-HR 0001398344-25-008966 filed by NorthRock Partners, 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/A 1,694,757 shares
    Change vs previous 13F +25,255 shares

    5.55% of the 13F portfolio, value $170,018,001.

    13F-HR/A 0001398344-25-007448 filed by NorthRock Partners, 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/A 1,669,502 shares
    Change vs previous 13F not available

    5.54% of the 13F portfolio, value $168,152,205.

    13F-HR/A 0001398344-25-007446 filed by NorthRock Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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