Skip to content
Disclosery

Sound Financial Strategies Group, LLC: SGOV position timeline

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

Sound Financial Strategies Group, LLC held 45,544 SGOV shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 45,544 shares
    Change vs previous 13F -9,473 shares

    2.91% of the 13F portfolio, value $4,584,914.

    13F-HR 0001398344-26-013883 filed by Sound Financial Strategies Group, 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 55,017 shares
    Change vs previous 13F +552 shares

    3.78% of the 13F portfolio, value $5,538,011.

    13F-HR 0001398344-26-008764 filed by Sound Financial Strategies Group, 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 54,465 shares
    Change vs previous 13F -5,146 shares

    3.86% of the 13F portfolio, value $5,467,197.

    13F-HR 0001398344-26-001982 filed by Sound Financial Strategies Group, 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 59,611 shares
    Change vs previous 13F -9,949 shares

    4.38% of the 13F portfolio, value $6,002,828.

    13F-HR 0001398344-25-019658 filed by Sound Financial Strategies Group, 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 69,560 shares
    Change vs previous 13F +5,460 shares

    5.92% of the 13F portfolio, value $7,003,996.

    13F-HR 0001398344-25-014607 filed by Sound Financial Strategies Group, 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 64,100 shares
    Change vs previous 13F -560 shares

    5.76% of the 13F portfolio, value $6,452,947.

    13F-HR 0001398344-25-009055 filed by Sound Financial Strategies Group, 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 64,660 shares
    Change vs previous 13F -3,177 shares

    5.41% of the 13F portfolio, value $6,486,691.

    13F-HR 0001398344-25-002079 filed by Sound Financial Strategies Group, 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 67,837 shares
    Change vs previous 13F not available

    5.49% of the 13F portfolio, value $6,832,543.

    13F-HR 0001398344-24-020438 filed by Sound Financial Strategies Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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