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Disclosery

SPG ADVISORS LLC: SGOV position timeline

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

SPG ADVISORS LLC held 4,823 SGOV shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,823 shares
    Change vs previous 13F -694 shares

    8.75% of the 13F portfolio, value $485,512.

    13F-HR 0001214659-26-010084 filed by SPG ADVISORS 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 5,517 shares
    Change vs previous 13F -3,642 shares

    8.46% of the 13F portfolio, value $555,385.

    13F-HR 0001214659-26-006141 filed by SPG ADVISORS 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 9,159 shares
    Change vs previous 13F +3,751 shares

    9.45% of the 13F portfolio, value $919,427.

    13F-HR 0001214659-26-001651 filed by SPG ADVISORS 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 5,408 shares
    Change vs previous 13F +1,062 shares

    6.27% of the 13F portfolio, value $544,588.

    13F-HR 0001214659-25-016699 filed by SPG ADVISORS 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 4,346 shares
    Change vs previous 13F not available

    5.25% of the 13F portfolio, value $437,648.

    13F-HR 0001214659-25-012381 filed by SPG ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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