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Disclosery

Owen LaRue, LLC: SGOV position timeline

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

Owen LaRue, LLC held 182,589 SGOV shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 182,589 shares
    Change vs previous 13F -25,293 shares

    6.4% of the 13F portfolio, value $18,381,245.

    13F-HR 0001965328-26-000008 filed by Owen LaRue, 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 207,882 shares
    Change vs previous 13F -39,786 shares

    8.03% of the 13F portfolio, value $20,925,443.

    13F-HR 0001965328-26-000002 filed by Owen LaRue, 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 247,668 shares
    Change vs previous 13F -6,735 shares

    9.46% of the 13F portfolio, value $24,860,931.

    13F-HR 0001965328-26-000001 filed by Owen LaRue, 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 254,403 shares
    Change vs previous 13F +21,568 shares

    10.08% of the 13F portfolio, value $25,618,385.

    13F-HR 0001965328-25-000004 filed by Owen LaRue, 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 232,835 shares
    Change vs previous 13F -18,590 shares

    9.97% of the 13F portfolio, value $23,444,130.

    13F-HR 0001965328-25-000002 filed by Owen LaRue, 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 251,425 shares
    Change vs previous 13F +52,789 shares

    12.61% of the 13F portfolio, value $25,310,912.

    13F-HR 0001965796-25-000003 filed by Owen LaRue, 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 198,636 shares
    Change vs previous 13F +170,944 shares

    10.41% of the 13F portfolio, value $19,927,165.

    13F-HR 0002056315-25-000006 filed by Owen LaRue, 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 27,692 shares
    Change vs previous 13F not available

    1.48% of the 13F portfolio, value $2,789,132.

    13F-HR 0001965796-24-000009 filed by Owen LaRue, LLC
    Filed (acceptance time not in the bulk data set), ingested

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