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REGATTA CAPITAL GROUP, LLC: SGOV position timeline

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

REGATTA CAPITAL GROUP, LLC held 39,170 SGOV shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,170 shares
    Change vs previous 13F +9,781 shares

    0.53% of the 13F portfolio, value $3,943,274.

    13F-HR 0001951757-26-001244 filed by REGATTA CAPITAL 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 29,389 shares
    Change vs previous 13F +26,637 shares

    0.45% of the 13F portfolio, value $2,958,247.

    13F-HR 0001951757-26-000616 filed by REGATTA CAPITAL 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 2,752 shares
    Change vs previous 13F +57 shares

    0.04% of the 13F portfolio, value $276,291.

    13F-HR 0001951757-26-000051 filed by REGATTA CAPITAL 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 2,695 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $271,361.

    13F-HR 0001951757-25-001169 filed by REGATTA CAPITAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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