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SAGE RHINO CAPITAL LLC: SGOV position timeline

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

SAGE RHINO CAPITAL LLC held 53,320 SGOV shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 53,320 shares
    Change vs previous 13F +10,797 shares

    0.88% of the 13F portfolio, value $5,367,756.

    13F-HR 0001771605-26-000004 filed by SAGE RHINO CAPITAL 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 42,523 shares
    Change vs previous 13F -10,775 shares

    0.8% of the 13F portfolio, value $4,280,384.

    13F-HR 0001771605-26-000002 filed by SAGE RHINO CAPITAL 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 53,298 shares
    Change vs previous 13F -35,665 shares

    1.01% of the 13F portfolio, value $5,350,031.

    13F-HR 0001771605-26-000001 filed by SAGE RHINO CAPITAL 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 88,963 shares
    Change vs previous 13F +13,586 shares

    1.73% of the 13F portfolio, value $8,958,555.

    13F-HR 0001771605-25-000002 filed by SAGE RHINO CAPITAL 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 75,377 shares
    Change vs previous 13F +26,642 shares

    1.6% of the 13F portfolio, value $7,589,740.

    13F-HR 0001085146-25-003912 filed by SAGE RHINO CAPITAL 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 48,735 shares
    Change vs previous 13F -51,826 shares

    1.14% of the 13F portfolio, value $4,906,123.

    13F-HR 0001085146-25-002506 filed by SAGE RHINO CAPITAL 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 100,561 shares
    Change vs previous 13F +49,303 shares

    2.2% of the 13F portfolio, value $10,088,236.

    13F-HR 0001085146-25-000854 filed by SAGE RHINO CAPITAL 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 51,258 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $5,162,693.

    13F-HR 0001085146-24-005305 filed by SAGE RHINO CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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