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Disclosery

&PARTNERS: SGOV position timeline

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

&PARTNERS held 139,075 SGOV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 139,075 shares
    Change vs previous 13F +2,646 shares

    0.06% of the 13F portfolio, value $14,305,317.

    13F-HR 0001214659-26-010148 filed by &PARTNERS
    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 136,429 shares
    Change vs previous 13F +62,196 shares

    0.08% of the 13F portfolio, value $15,192,064.

    13F-HR 0001214659-26-006256 filed by &PARTNERS
    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 74,233 shares
    Change vs previous 13F -46,081 shares

    0.04% of the 13F portfolio, value $7,441,503.

    13F-HR 0001214659-26-001828 filed by &PARTNERS
    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 120,314 shares
    Change vs previous 13F +8,230 shares

    0.08% of the 13F portfolio, value $12,381,910.

    13F-HR 0001214659-25-016487 filed by &PARTNERS
    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 112,084 shares
    Change vs previous 13F +63,867 shares

    0.09% of the 13F portfolio, value $11,253,153.

    13F-HR 0001214659-25-012047 filed by &PARTNERS
    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 48,217 shares
    Change vs previous 13F +33,742 shares

    0.05% of the 13F portfolio, value $4,886,687.

    13F-HR 0001214659-25-007673 filed by &PARTNERS
    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 14,475 shares
    Change vs previous 13F +3,936 shares

    0.02% of the 13F portfolio, value $1,456,957.

    13F-HR 0001214659-25-002647 filed by &PARTNERS
    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 10,539 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,061,487.

    13F-HR 0001214659-24-018930 filed by &PARTNERS
    Filed (acceptance time not in the bulk data set), ingested

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