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Resonant Capital Advisors, LLC: SGOV position timeline

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

Resonant Capital Advisors, LLC held 279,727 SGOV shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 279,727 shares
    Change vs previous 13F -1,334 shares

    1.35% of the 13F portfolio, value $28,160,125.

    13F-HR 0002085853-26-000857 filed by Resonant Capital 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 281,061 shares
    Change vs previous 13F -225,039 shares

    1.49% of the 13F portfolio, value $28,291,596.

    13F-HR 0002085853-26-000527 filed by Resonant Capital 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 506,100 shares
    Change vs previous 13F +52,020 shares

    2.79% of the 13F portfolio, value $50,802,280.

    13F-HR 0002085853-26-000137 filed by Resonant Capital 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 454,080 shares
    Change vs previous 13F +35,927 shares

    2.66% of the 13F portfolio, value $45,725,891.

    13F-HR 0002085853-25-000183 filed by Resonant Capital 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 418,153 shares
    Change vs previous 13F -132,177 shares

    2.69% of the 13F portfolio, value $42,103,791.

    13F-HR 0001667731-25-001034 filed by Resonant Capital 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 550,330 shares
    Change vs previous 13F -158,422 shares

    3.86% of the 13F portfolio, value $55,401,682.

    13F-HR 0001667731-25-000543 filed by Resonant Capital 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 708,752 shares
    Change vs previous 13F +5,300 shares

    5.19% of the 13F portfolio, value $71,102,048.

    13F-HR 0001667731-25-000129 filed by Resonant Capital 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 703,452 shares
    Change vs previous 13F not available

    5.21% of the 13F portfolio, value $70,851,690.

    13F-HR 0001803236-24-000005 filed by Resonant Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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