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Ridgewood Investments LLC: SGOV position timeline

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

Ridgewood Investments LLC held 51,189 SGOV shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 51,189 shares
    Change vs previous 13F -7,848 shares

    1.9% of the 13F portfolio, value $5,153,708.

    13F-HR 0001703556-26-000010 filed by Ridgewood Investments LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 59,037 shares
    Change vs previous 13F -3,730 shares

    2.22% of the 13F portfolio, value $5,943,220.

    13F-HR 0001703556-26-000007 filed by Ridgewood Investments 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 62,767 shares
    Change vs previous 13F +11,414 shares

    2.58% of the 13F portfolio, value $6,318,159.

    13F-HR 0001703556-26-000004 filed by Ridgewood Investments 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 51,353 shares
    Change vs previous 13F +20,420 shares

    2.18% of the 13F portfolio, value $5,171,209.

    13F-HR 0001703556-25-000010 filed by Ridgewood Investments 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 30,933 shares
    Change vs previous 13F +3,466 shares

    1.35% of the 13F portfolio, value $3,114,667.

    13F-HR 0001703556-25-000005 filed by Ridgewood Investments 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 27,467 shares
    Change vs previous 13F +2,962 shares

    1.29% of the 13F portfolio, value $2,765,070.

    13F-HR 0001703556-25-000003 filed by Ridgewood Investments 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 24,505 shares
    Change vs previous 13F not available

    1.19% of the 13F portfolio, value $2,458,309.

    13F-HR 0001703556-25-000002 filed by Ridgewood Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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