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Sincerus Advisory, LLC: SGOV position timeline

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

Sincerus Advisory, LLC held 6,090 SGOV shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 6,090 shares
    Change vs previous 13F -2,374 shares

    0.4% of the 13F portfolio, value $613,104.

    13F-HR 0002050968-26-000004 filed by Sincerus Advisory, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 8,464 shares
    Change vs previous 13F +2,391 shares

    0.58% of the 13F portfolio, value $852,034.

    13F-HR 0002050968-26-000003 filed by Sincerus Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 6,073 shares
    Change vs previous 13F -3,337 shares

    0.46% of the 13F portfolio, value $611,268.

    13F-HR 0002050968-26-000002 filed by Sincerus Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 9,410 shares
    Change vs previous 13F -1,304 shares

    0.76% of the 13F portfolio, value $944,601.

    13F-HR 0002050968-26-000001 filed by Sincerus Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 10,714 shares
    Change vs previous 13F +3,283 shares

    0.92% of the 13F portfolio, value $1,078,891.

    13F-HR 0002050968-25-000002 filed by Sincerus Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 7,431 shares
    Change vs previous 13F -5,124 shares

    0.7% of the 13F portfolio, value $748,040.

    13F-HR 0001754960-25-000484 filed by Sincerus Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 12,555 shares
    Change vs previous 13F +84 shares

    1.33% of the 13F portfolio, value $1,263,895.

    13F-HR 0001754960-25-000228 filed by Sincerus Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 12,471 shares
    Change vs previous 13F not available

    1.34% of the 13F portfolio, value $1,251,053.

    13F-HR 0001754960-25-000099 filed by Sincerus Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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