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RIA Advisory Group LLC: SGOV position timeline

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

RIA Advisory Group LLC held 417,009 SGOV shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 417,009 shares
    Change vs previous 13F +17,866 shares

    9.32% of the 13F portfolio, value $41,980,253.

    13F-HR 0002085853-26-000817 filed by RIA 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 399,143 shares
    Change vs previous 13F +388,749 shares

    9.83% of the 13F portfolio, value $40,177,771.

    13F-HR 0002085853-26-000473 filed by RIA 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 10,394 shares
    Change vs previous 13F -1,729 shares

    0.25% of the 13F portfolio, value $1,043,361.

    13F-HR 0002085853-26-000163 filed by RIA 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 12,123 shares
    Change vs previous 13F -3,207 shares

    0.31% of the 13F portfolio, value $1,220,797.

    13F-HR 0002085853-25-000287 filed by RIA 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 15,330 shares
    Change vs previous 13F -44 shares

    0.45% of the 13F portfolio, value $1,543,538.

    13F-HR 0001667731-25-001112 filed by RIA 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 15,374 shares
    Change vs previous 13F -335,208 shares

    0.5% of the 13F portfolio, value $1,547,750.

    13F-HR 0001667731-25-000613 filed by RIA 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 350,582 shares
    Change vs previous 13F +333,716 shares

    11.96% of the 13F portfolio, value $35,170,348.

    13F-HR 0001667731-25-000274 filed by RIA 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 16,866 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $1,698,736.

    13F-HR 0001958384-24-000004 filed by RIA Advisory Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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