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Ridgeline Wealth, LLC: SGOV position timeline

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

Ridgeline Wealth, LLC held 3,676 SGOV shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,676 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $369,512.

    13F-HR 0001934226-26-000005 filed by Ridgeline Wealth, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,676 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $370,063.

    13F-HR 0001934226-26-000003 filed by Ridgeline Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 3,676 shares
    Change vs previous 13F -250 shares

    0.27% of the 13F portfolio, value $370,026.

    13F-HR 0001934226-26-000002 filed by Ridgeline Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 3,926 shares
    Change vs previous 13F +1,690 shares

    0.27% of the 13F portfolio, value $394,092.

    13F-HR 0001934226-26-000001 filed by Ridgeline Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 2,236 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $225,165.

    13F-HR 0001934226-25-000008 filed by Ridgeline Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 2,236 shares
    Change vs previous 13F -43,790 shares

    0.18% of the 13F portfolio, value $225,143.

    13F-HR 0001934226-25-000005 filed by Ridgeline Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 46,026 shares
    Change vs previous 13F -2,800 shares

    3.94% of the 13F portfolio, value $4,633,437.

    13F-HR 0001934226-25-000003 filed by Ridgeline Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 48,826 shares
    Change vs previous 13F not available

    3.99% of the 13F portfolio, value $4,898,224.

    13F-HR 0001934226-25-000001 filed by Ridgeline Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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