Relyea Zuckerberg Hanson LLC: SGOV position timeline

Relyea Zuckerberg Hanson LLC held 343,341 SGOV shares at 2026-06-30 per its 13F-HR/A filed 2026-07-16.

the latest 13F is the newest step

1. period ended2026-06-30

   13F/A 343,341 shares

   Change vs previous 13F +12,763 shares

   2.88% of the 13F portfolio, value $34,564,090.

   13F-HR/A 0001793691-26-000005 filed by Relyea Zuckerberg Hanson LLC
   Filed 2026-07-16 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 330,578 shares

   Change vs previous 13F +164,465 shares

   3.35% of the 13F portfolio, value $33,275,992.

   13F-HR 0001793691-26-000002 filed by Relyea Zuckerberg Hanson LLC
   Filed 2026-04-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 166,113 shares

   Change vs previous 13F +25,062 shares

   1.68% of the 13F portfolio, value $16,674,426.

   13F-HR 0001793691-26-000001 filed by Relyea Zuckerberg Hanson LLC
   Filed 2026-01-20 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 141,051 shares

   Change vs previous 13F +22,588 shares

   1.49% of the 13F portfolio, value $14,203,855.

   13F-HR 0001793691-25-000008 filed by Relyea Zuckerberg Hanson LLC
   Filed 2025-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 118,463 shares

   Change vs previous 13F +18,537 shares

   1.4% of the 13F portfolio, value $11,928,081.

   13F-HR 0001793691-25-000003 filed by Relyea Zuckerberg Hanson LLC
   Filed 2025-07-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 99,926 shares

   Change vs previous 13F +18,918 shares

   1.36% of the 13F portfolio, value $10,059,523.

   13F-HR 0001793691-25-000002 filed by Relyea Zuckerberg Hanson LLC
   Filed 2025-04-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 81,008 shares

   Change vs previous 13F +44,367 shares

   1.09% of the 13F portfolio, value $8,126,697.

   13F-HR 0001793691-25-000001 filed by Relyea Zuckerberg Hanson LLC
   Filed 2025-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 36,641 shares

   Change vs previous 13F not available

   0.56% of the 13F portfolio, value $3,690,445.

   13F-HR 0001793691-24-000005 filed by Relyea Zuckerberg Hanson LLC
   Filed 2024-10-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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