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Disclosery

ORG Partners LLC: SGOV position timeline

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

ORG Partners LLC held 5,840 SGOV shares at 2025-12-31 per its 13F-HR filed 2026-01-14.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 5,840 shares
    Change vs previous 13F -3,086 shares

    0.1% of the 13F portfolio, value $586,199.

    13F-HR 0001979372-26-000001 filed by ORG 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 ended2025-09-30
    13F 8,926 shares
    Change vs previous 13F +17 shares

    0.17% of the 13F portfolio, value $921,995.

    13F-HR 0001979372-25-000008 filed by ORG 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 ended2025-06-30
    13F 8,909 shares
    Change vs previous 13F -90 shares

    0.19% of the 13F portfolio, value $894,477.

    13F-HR 0001979372-25-000004 filed by ORG 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 ended2025-03-31
    13F 8,999 shares
    Change vs previous 13F -55,236 shares

    0.22% of the 13F portfolio, value $903,231.

    13F-HR 0002032602-25-000002 filed by ORG 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 ended2024-12-31
    13F 64,235 shares
    Change vs previous 13F +12,630 shares

    0.88% of the 13F portfolio, value $6,448,036.

    13F-HR 0001979372-25-000001 filed by ORG 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 ended2024-09-30
    13F 51,605 shares
    Change vs previous 13F -31,851 shares

    0.83% of the 13F portfolio, value $5,198,252.

    13F-HR 0001979372-24-000004 filed by ORG 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 ended2024-06-30
    13F 83,456 shares
    Change vs previous 13F +83,456 shares

    1.04% of the 13F portfolio, value $8,381,090.

    13F-HR 0001979372-24-000003 filed by ORG 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 ended2024-03-31
    13F 0 shares
    Change vs previous 13F not available

    13F-HR 0001979372-24-000002 filed by ORG Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.