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Disclosery

Per Stirling Capital Management, LLC.: SGOV position timeline

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

Per Stirling Capital Management, LLC. held 10,854 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 10,854 shares
    Change vs previous 13F -1,094 shares

    0.1% of the 13F portfolio, value $1,092,692.

    13F-HR 0001689933-26-000005 filed by Per Stirling Capital Management, 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 11,948 shares
    Change vs previous 13F +1,378 shares

    0.13% of the 13F portfolio, value $1,202,724.

    13F-HR 0001689933-26-000003 filed by Per Stirling Capital Management, 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 10,570 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,061,049.

    13F-HR 0001689933-26-000001 filed by Per Stirling Capital Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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