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SOMERVILLE KURT F: SBGSY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SOMERVILLE KURT F on SBGSY, newest first. How the timeline and the estimate are built.

SOMERVILLE KURT F held 162,049 SBGSY shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 162,049 shares
    Change vs previous 13F -9,407 shares

    2.52% of the 13F portfolio, value $10,562,353.

    13F-HR 0001215208-26-000005 filed by SOMERVILLE KURT F
    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 171,456 shares
    Change vs previous 13F -85,300 shares

    2.46% of the 13F portfolio, value $9,332,350.

    13F-HR 0001215208-26-000002 filed by SOMERVILLE KURT F
    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 256,756 shares
    Change vs previous 13F -587 shares

    2.39% of the 13F portfolio, value $14,104,762.

    13F-HR 0001215208-26-000001 filed by SOMERVILLE KURT F
    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 257,343 shares
    Change vs previous 13F -3,520 shares

    2.38% of the 13F portfolio, value $14,416,355.

    13F-HR 0001215208-25-000008 filed by SOMERVILLE KURT F
    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 260,863 shares
    Change vs previous 13F +7,605 shares

    2.35% of the 13F portfolio, value $13,924,866.

    13F-HR 0001314376-25-000003 filed by SOMERVILLE KURT F
    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 253,258 shares
    Change vs previous 13F -235 shares

    2.02% of the 13F portfolio, value $11,629,607.

    13F-HR 0001215208-25-000001 filed by SOMERVILLE KURT F
    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 253,493 shares
    Change vs previous 13F +12,503 shares

    2.11% of the 13F portfolio, value $12,583,393.

    13F-HR 0001494234-25-000005 filed by SOMERVILLE KURT F
    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 240,990 shares
    Change vs previous 13F not available

    2.05% of the 13F portfolio, value $12,705,473.

    13F-HR 0001053914-24-000005 filed by SOMERVILLE KURT F
    Filed (acceptance time not in the bulk data set), ingested

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