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Rochester Wealth Strategies, LLC: SGOV position timeline

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

Rochester Wealth Strategies, LLC held 29,902 SGOV shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,902 shares
    Change vs previous 13F -2,548 shares

    1.67% of the 13F portfolio, value $3,010,234.

    13F-HR 0001958456-26-000004 filed by Rochester Wealth Strategies, 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 32,450 shares
    Change vs previous 13F +3,833 shares

    1.98% of the 13F portfolio, value $3,266,417.

    13F-HR 0001958456-26-000003 filed by Rochester Wealth Strategies, 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 28,617 shares
    Change vs previous 13F -8,379 shares

    1.8% of the 13F portfolio, value $2,872,574.

    13F-HR 0001958456-26-000002 filed by Rochester Wealth Strategies, 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 36,996 shares
    Change vs previous 13F +2,621 shares

    2.44% of the 13F portfolio, value $3,725,497.

    13F-HR 0001958456-25-000005 filed by Rochester Wealth Strategies, 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 34,375 shares
    Change vs previous 13F +9,467 shares

    2.48% of the 13F portfolio, value $3,461,219.

    13F-HR 0001958456-25-000003 filed by Rochester Wealth Strategies, 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 24,908 shares
    Change vs previous 13F not available

    1.99% of the 13F portfolio, value $2,507,488.

    13F-HR 0001958456-25-000002 filed by Rochester Wealth Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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