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STONE LOFT WEALTH MANAGEMENT LLC: SGOV position timeline

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

STONE LOFT WEALTH MANAGEMENT LLC held 39,276 SGOV shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,276 shares
    Change vs previous 13F +17,933 shares

    2.25% of the 13F portfolio, value $3,948,807.

    13F-HR 0001951757-26-001066 filed by STONE LOFT WEALTH 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 21,343 shares
    Change vs previous 13F -53,657 shares

    1.54% of the 13F portfolio, value $2,148,373.

    13F-HR 0001951757-26-000802 filed by STONE LOFT WEALTH 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 75,000 shares
    Change vs previous 13F not available

    7.06% of the 13F portfolio, value $7,528,500.

    13F-HR 0001951757-26-000890 filed by STONE LOFT WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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