Skip to content
Disclosery

Private Advisory Group LLC: SGOV position timeline

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

Private Advisory Group LLC held 237,617 SGOV shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 237,617 shares
    Change vs previous 13F +142,198 shares

    1.33% of the 13F portfolio, value $23,920,903.

    13F-HR 0001632965-26-000005 filed by Private Advisory Group 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 95,419 shares
    Change vs previous 13F -90,700 shares

    0.67% of the 13F portfolio, value $9,604,877.

    13F-HR 0001632965-26-000003 filed by Private Advisory Group 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 186,119 shares
    Change vs previous 13F -101,707 shares

    1.47% of the 13F portfolio, value $18,682,625.

    13F-HR 0001632965-26-000002 filed by Private Advisory Group 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 287,826 shares
    Change vs previous 13F +118,082 shares

    2.53% of the 13F portfolio, value $28,984,078.

    13F-HR 0001632965-25-000009 filed by Private Advisory Group 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 169,744 shares
    Change vs previous 13F +122,447 shares

    1.6% of the 13F portfolio, value $17,091,523.

    13F-HR 0001632965-25-000008 filed by Private Advisory Group 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 47,297 shares
    Change vs previous 13F -23,026 shares

    0.54% of the 13F portfolio, value $4,761,389.

    13F-HR 0001632965-25-000005 filed by Private Advisory Group 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/A 70,323 shares
    Change vs previous 13F +49,457 shares

    0.79% of the 13F portfolio, value $7,054,803.

    13F-HR/A 0001632965-25-000004 filed by Private Advisory Group 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 20,866 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $2,101,624.

    13F-HR 0001632965-24-000012 filed by Private Advisory Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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