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Red Wave Investments LLC: SGOV position timeline

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

Red Wave Investments LLC held 137,753 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 137,753 shares
    Change vs previous 13F -12,610 shares

    3.52% of the 13F portfolio, value $13,867,638.

    13F-HR 0001420506-26-001415 filed by Red Wave Investments 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 150,363 shares
    Change vs previous 13F -9,678 shares

    4.52% of the 13F portfolio, value $15,135,515.

    13F-HR 0001420506-26-000862 filed by Red Wave Investments 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 160,041 shares
    Change vs previous 13F -959 shares

    4.78% of the 13F portfolio, value $16,064,964.

    13F-HR 0001420506-26-000192 filed by Red Wave Investments 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 161,000 shares
    Change vs previous 13F -12,475 shares

    4.97% of the 13F portfolio, value $16,212,737.

    13F-HR 0001420506-25-002916 filed by Red Wave Investments 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 173,475 shares
    Change vs previous 13F +8,401 shares

    5.74% of the 13F portfolio, value $17,467,198.

    13F-HR 0001420506-25-001630 filed by Red Wave Investments 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 165,074 shares
    Change vs previous 13F +108,636 shares

    5.96% of the 13F portfolio, value $16,618,000.

    13F-HR 0001420506-25-000853 filed by Red Wave Investments 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 56,438 shares
    Change vs previous 13F not available

    1.98% of the 13F portfolio, value $5,661,860.

    13F-HR 0001420506-25-000106 filed by Red Wave Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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