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Disclosery

Opus Capital Group, LLC: SGOV position timeline

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

Opus Capital Group, LLC held 14,246 SGOV shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,246 shares
    Change vs previous 13F -7,152 shares

    0.14% of the 13F portfolio, value $1,434,000.

    13F-HR 0001330325-26-000005 filed by Opus Capital 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 21,398 shares
    Change vs previous 13F -282,560 shares

    0.23% of the 13F portfolio, value $2,154,000.

    13F-HR 0001330325-26-000004 filed by Opus Capital 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 303,958 shares
    Change vs previous 13F +7,811 shares

    3.31% of the 13F portfolio, value $30,511,000.

    13F-HR 0001330325-26-000003 filed by Opus Capital 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 296,147 shares
    Change vs previous 13F +15,543 shares

    3.35% of the 13F portfolio, value $29,822,000.

    13F-HR 0001330325-25-000007 filed by Opus Capital 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 280,604 shares
    Change vs previous 13F -6,591 shares

    3.38% of the 13F portfolio, value $28,254,000.

    13F-HR 0001330325-25-000005 filed by Opus Capital 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 287,195 shares
    Change vs previous 13F -30,257 shares

    3.72% of the 13F portfolio, value $28,912,000.

    13F-HR 0001330325-25-000004 filed by Opus Capital 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 317,452 shares
    Change vs previous 13F +32,453 shares

    4.04% of the 13F portfolio, value $31,847,000.

    13F-HR 0001330325-25-000002 filed by Opus Capital 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 284,999 shares
    Change vs previous 13F not available

    3.59% of the 13F portfolio, value $28,705,000.

    13F-HR 0001330325-24-000005 filed by Opus Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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