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Phil A. Younker & Associates, Ltd.: SGOV position timeline

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

Phil A. Younker & Associates, Ltd. held 28,573 SGOV shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,573 shares
    Change vs previous 13F -821 shares

    1.94% of the 13F portfolio, value $2,876,474.

    13F-HR 0002063364-26-000281 filed by Phil A. Younker & Associates, Ltd.
    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 29,394 shares
    Change vs previous 13F -22,448 shares

    1.97% of the 13F portfolio, value $2,958,798.

    13F-HR 0002063364-26-000109 filed by Phil A. Younker & Associates, Ltd.
    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 51,842 shares
    Change vs previous 13F -67,202 shares

    3.63% of the 13F portfolio, value $5,203,888.

    13F-HR 0002063364-26-000033 filed by Phil A. Younker & Associates, Ltd.
    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 119,044 shares
    Change vs previous 13F +55,503 shares

    9.18% of the 13F portfolio, value $11,987,731.

    13F-HR 0002063364-25-000258 filed by Phil A. Younker & Associates, Ltd.
    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 63,541 shares
    Change vs previous 13F +14,239 shares

    6.31% of the 13F portfolio, value $6,397,943.

    13F-HR 0002063364-25-000139 filed by Phil A. Younker & Associates, Ltd.
    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 49,302 shares
    Change vs previous 13F not available

    4.89% of the 13F portfolio, value $4,963,232.

    13F-HR 0002063364-25-000069 filed by Phil A. Younker & Associates, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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