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Omnia Family Wealth, LLC: SGOV position timeline

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

Omnia Family Wealth, LLC held 696,066 SGOV shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 696,066 shares
    Change vs previous 13F +178,712 shares

    18.78% of the 13F portfolio, value $70,072,950.

    13F-HR 0001951757-26-000959 filed by Omnia Family Wealth, 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 517,354 shares
    Change vs previous 13F +151,420 shares

    16.41% of the 13F portfolio, value $52,076,808.

    13F-HR 0001951757-26-000792 filed by Omnia Family Wealth, 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 365,934 shares
    Change vs previous 13F +171,294 shares

    10.85% of the 13F portfolio, value $36,732,490.

    13F-HR 0001951757-26-000193 filed by Omnia Family Wealth, 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 194,640 shares
    Change vs previous 13F +26,356 shares

    6.36% of the 13F portfolio, value $19,600,248.

    13F-HR 0001951757-25-001299 filed by Omnia Family Wealth, 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 168,284 shares
    Change vs previous 13F +15,610 shares

    6.14% of the 13F portfolio, value $16,944,516.

    13F-HR 0001951757-25-000973 filed by Omnia Family Wealth, 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 152,674 shares
    Change vs previous 13F -366 shares

    6.43% of the 13F portfolio, value $15,369,692.

    13F-HR 0001951757-25-000438 filed by Omnia Family Wealth, 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 153,040 shares
    Change vs previous 13F -559 shares

    6.35% of the 13F portfolio, value $15,352,973.

    13F-HR/A 0001951757-25-000276 filed by Omnia Family Wealth, 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 153,599 shares
    Change vs previous 13F not available

    6.63% of the 13F portfolio, value $15,470,491.

    13F-HR 0001951757-24-001177 filed by Omnia Family Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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