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SCHNIEDERS CAPITAL MANAGEMENT, LLC.: SGOV position timeline

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

SCHNIEDERS CAPITAL MANAGEMENT, LLC. held 409,530 SGOV shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 409,530 shares
    Change vs previous 13F +47,497 shares

    5.41% of the 13F portfolio, value $41,227,385.

    13F-HR 0002057056-26-000003 filed by SCHNIEDERS CAPITAL MANAGEMENT, 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 362,033 shares
    Change vs previous 13F +181,115 shares

    5.79% of the 13F portfolio, value $36,442,242.

    13F-HR 0002057056-26-000002 filed by SCHNIEDERS CAPITAL MANAGEMENT, 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 180,918 shares
    Change vs previous 13F +131,783 shares

    2.83% of the 13F portfolio, value $18,160,549.

    13F-HR 0002057056-26-000001 filed by SCHNIEDERS CAPITAL MANAGEMENT, 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 49,135 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $4,947,895.

    13F-HR 0002057056-25-000003 filed by SCHNIEDERS CAPITAL MANAGEMENT, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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