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STANSBERRY ASSET MANAGEMENT, LLC: SGOV position timeline

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

STANSBERRY ASSET MANAGEMENT, LLC held 252,502 SGOV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 252,502 shares
    Change vs previous 13F -189,498 shares

    2.33% of the 13F portfolio, value $25,419,339.

    13F-HR 0000919574-26-005374 filed by STANSBERRY ASSET MANAGEMENT, 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 442,000 shares
    Change vs previous 13F +181,386 shares

    4.57% of the 13F portfolio, value $44,491,687.

    13F-HR 0000919574-26-003270 filed by STANSBERRY ASSET MANAGEMENT, 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 260,614 shares
    Change vs previous 13F -1,844 shares

    2.65% of the 13F portfolio, value $26,160,476.

    13F-HR 0000919574-26-001146 filed by STANSBERRY ASSET MANAGEMENT, 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 262,458 shares
    Change vs previous 13F +18,728 shares

    2.76% of the 13F portfolio, value $26,429,520.

    13F-HR 0000919574-25-006877 filed by STANSBERRY ASSET MANAGEMENT, 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 243,730 shares
    Change vs previous 13F -77,687 shares

    2.68% of the 13F portfolio, value $24,541,223.

    13F-HR 0000919574-25-004842 filed by STANSBERRY ASSET MANAGEMENT, 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 321,417 shares
    Change vs previous 13F +280,162 shares

    3.89% of the 13F portfolio, value $32,357,050.

    13F-HR 0000919574-25-002913 filed by STANSBERRY ASSET MANAGEMENT, 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 41,255 shares
    Change vs previous 13F +2,786 shares

    0.54% of the 13F portfolio, value $4,138,702.

    13F-HR 0000919574-25-001169 filed by STANSBERRY ASSET MANAGEMENT, 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 38,469 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $3,874,598.

    13F-HR 0000919574-24-006668 filed by STANSBERRY ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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