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Oakwell Private Wealth Management, LLC: SGOV position timeline

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

Oakwell Private Wealth Management, LLC held 18,405 SGOV shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,405 shares
    Change vs previous 13F -18,725 shares

    0.31% of the 13F portfolio, value $1,852,831.

    13F-HR 0001941040-26-000497 filed by Oakwell Private Wealth Management, 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 37,130 shares
    Change vs previous 13F +16,172 shares

    0.67% of the 13F portfolio, value $3,737,506.

    13F-HR 0001941040-26-000290 filed by Oakwell Private Wealth Management, 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 20,958 shares
    Change vs previous 13F +8,324 shares

    0.39% of the 13F portfolio, value $2,103,764.

    13F-HR 0001941040-26-000059 filed by Oakwell Private Wealth Management, 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 12,634 shares
    Change vs previous 13F +1,571 shares

    0.26% of the 13F portfolio, value $1,272,244.

    13F-HR 0001941040-25-000622 filed by Oakwell Private Wealth Management, 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 11,063 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $1,113,933.

    13F-HR 0001941040-25-000423 filed by Oakwell Private Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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