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Disclosery

PKS Advisory Services, LLC: SGOV position timeline

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

PKS Advisory Services, LLC held 3,991 SGOV shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,991 shares
    Change vs previous 13F +336 shares

    0.06% of the 13F portfolio, value $401,693.

    13F-HR 0001605401-26-000003 filed by PKS Advisory Services, 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 3,655 shares
    Change vs previous 13F +913 shares

    0.09% of the 13F portfolio, value $367,942.

    13F-HR 0001605401-26-000002 filed by PKS Advisory Services, 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 2,742 shares
    Change vs previous 13F +2,742 shares

    0.06% of the 13F portfolio, value $275,262.

    13F-HR 0001605401-26-000001 filed by PKS Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -8,201 shares

    13F-HR 0001221073-25-000075 filed by PKS Advisory Services, 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.

  5. period ended2025-03-31
    13F 8,201 shares
    Change vs previous 13F +5,502 shares

    0.23% of the 13F portfolio, value $825,617.

    13F-HR 0001221073-25-000056 filed by PKS Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 2,699 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $270,841.

    13F-HR 0001221073-25-000032 filed by PKS Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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