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Sage Mountain Advisors LLC: SGOV position timeline

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

Sage Mountain Advisors LLC held 38,878 SGOV shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,878 shares
    Change vs previous 13F +2,123 shares

    0.24% of the 13F portfolio, value $3,913,848.

    13F-HR 0001398344-26-013547 filed by Sage Mountain 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 36,755 shares
    Change vs previous 13F +2,535 shares

    0.26% of the 13F portfolio, value $3,699,758.

    13F-HR 0001398344-26-008901 filed by Sage Mountain 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 34,220 shares
    Change vs previous 13F -1,320 shares

    0.18% of the 13F portfolio, value $3,435,004.

    13F-HR 0001398344-26-001120 filed by Sage Mountain 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 35,540 shares
    Change vs previous 13F +490 shares

    0.21% of the 13F portfolio, value $3,578,878.

    13F-HR 0001398344-25-019993 filed by Sage Mountain 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 35,050 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $3,529,185.

    13F-HR 0001398344-25-014219 filed by Sage Mountain Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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