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Spectrum Planning & Advisory Services Inc.: SGOV position timeline

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

Spectrum Planning & Advisory Services Inc. held 127,682 SGOV shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 127,682 shares
    Change vs previous 13F +5,203 shares

    5.75% of the 13F portfolio, value $12,853,763.

    13F-HR 0001951757-26-000996 filed by Spectrum Planning & Advisory Services 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 122,479 shares
    Change vs previous 13F -8,005 shares

    6.1% of the 13F portfolio, value $12,328,763.

    13F-HR 0001951757-26-000622 filed by Spectrum Planning & Advisory Services 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 130,484 shares
    Change vs previous 13F +6,964 shares

    6.74% of the 13F portfolio, value $13,097,958.

    13F-HR 0001951757-26-000414 filed by Spectrum Planning & Advisory Services 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 123,520 shares
    Change vs previous 13F +19,850 shares

    7.02% of the 13F portfolio, value $12,438,488.

    13F-HR 0001951757-25-001413 filed by Spectrum Planning & Advisory Services 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 103,670 shares
    Change vs previous 13F not available

    6.75% of the 13F portfolio, value $10,438,532.

    13F-HR 0001951757-25-000836 filed by Spectrum Planning & Advisory Services Inc.
    Filed (acceptance time not in the bulk data set), ingested

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