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STABLEFORD CAPITAL II LLC: SGOV position timeline

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

STABLEFORD CAPITAL II LLC held 166,137 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 166,137 shares
    Change vs previous 13F +4,119 shares

    5.8% of the 13F portfolio, value $16,726,673.

    13F-HR 0001842089-26-000004 filed by STABLEFORD CAPITAL II LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 162,018 shares
    Change vs previous 13F +115,830 shares

    5.65% of the 13F portfolio, value $16,310,352.

    13F-HR 0001842089-26-000003 filed by STABLEFORD CAPITAL II 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 46,188 shares
    Change vs previous 13F +13,417 shares

    1.73% of the 13F portfolio, value $4,649,284.

    13F-HR 0001842089-26-000002 filed by STABLEFORD CAPITAL II 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 32,771 shares
    Change vs previous 13F -25,956 shares

    1.19% of the 13F portfolio, value $3,289,553.

    13F-HR 0001842089-26-000001 filed by STABLEFORD CAPITAL II 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 58,727 shares
    Change vs previous 13F -116,383 shares

    2.14% of the 13F portfolio, value $5,913,809.

    13F-HR 0001842089-25-000002 filed by STABLEFORD CAPITAL II 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 175,110 shares
    Change vs previous 13F +157,851 shares

    6.64% of the 13F portfolio, value $17,626,573.

    13F-HR 0001754960-25-000486 filed by STABLEFORD CAPITAL II 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 17,259 shares
    Change vs previous 13F -92,885 shares

    0.73% of the 13F portfolio, value $1,735,738.

    13F-HR 0001754960-25-000229 filed by STABLEFORD CAPITAL II 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 110,144 shares
    Change vs previous 13F not available

    4.37% of the 13F portfolio, value $11,049,646.

    13F-HR 0001754960-25-000066 filed by STABLEFORD CAPITAL II LLC
    Filed (acceptance time not in the bulk data set), ingested

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