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Portland Global Advisors LLC: SGOV position timeline

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

Portland Global Advisors LLC held 98,419 SGOV shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 98,419 shares
    Change vs previous 13F -19,628 shares

    0.94% of the 13F portfolio, value $9,907,841.

    13F-HR 0001504941-26-000004 filed by Portland Global Advisors 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 118,047 shares
    Change vs previous 13F +33,650 shares

    1.27% of the 13F portfolio, value $11,882,611.

    13F-HR 0001504941-26-000003 filed by Portland Global Advisors 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 84,397 shares
    Change vs previous 13F +26,711 shares

    0.91% of the 13F portfolio, value $8,471,771.

    13F-HR 0001504941-26-000001 filed by Portland Global Advisors 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 57,686 shares
    Change vs previous 13F +24,021 shares

    0.65% of the 13F portfolio, value $5,808,980.

    13F-HR 0001504941-25-000007 filed by Portland Global Advisors 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 33,665 shares
    Change vs previous 13F +1,957 shares

    0.4% of the 13F portfolio, value $3,389,729.

    13F-HR 0001504941-25-000006 filed by Portland Global Advisors 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 31,708 shares
    Change vs previous 13F -1,063 shares

    0.4% of the 13F portfolio, value $3,192,044.

    13F-HR 0001504941-25-000005 filed by Portland Global Advisors 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 32,771 shares
    Change vs previous 13F -26,112 shares

    0.42% of the 13F portfolio, value $3,287,587.

    13F-HR 0001504941-25-000001 filed by Portland Global Advisors 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 58,883 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $5,930,696.

    13F-HR 0001504941-24-000005 filed by Portland Global Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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