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Savvy Advisors, Inc.: SGOV position timeline

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

Savvy Advisors, Inc. held 140,738 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 140,738 shares
    Change vs previous 13F +28,800 shares

    0.3% of the 13F portfolio, value $14,168,071.

    13F-HR 0002003633-26-000004 filed by Savvy Advisors, Inc.
    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 111,938 shares
    Change vs previous 13F +94,194 shares

    0.3% of the 13F portfolio, value $11,267,700.

    13F-HR 0002003633-26-000003 filed by Savvy Advisors, Inc.
    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 17,744 shares
    Change vs previous 13F +6,834 shares

    0.06% of the 13F portfolio, value $1,781,166.

    13F-HR 0002003633-26-000001 filed by Savvy Advisors, Inc.
    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 10,910 shares
    Change vs previous 13F +727 shares

    0.05% of the 13F portfolio, value $1,098,632.

    13F-HR 0002003633-25-000008 filed by Savvy Advisors, Inc.
    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 10,183 shares
    Change vs previous 13F +3,764 shares

    0.07% of the 13F portfolio, value $1,025,352.

    13F-HR 0002003633-25-000005 filed by Savvy Advisors, Inc.
    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 6,419 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $646,223.

    13F-HR 0002003633-25-000004 filed by Savvy Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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