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STONEHAVEN WEALTH & TAX SOLUTIONS, LLC: SGOV position timeline

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

STONEHAVEN WEALTH & TAX SOLUTIONS, LLC held 4,733 SGOV shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,733 shares
    Change vs previous 13F -2,195 shares

    0.38% of the 13F portfolio, value $476,471.

    13F-HR 0001951757-26-001129 filed by STONEHAVEN WEALTH & TAX SOLUTIONS, 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 6,928 shares
    Change vs previous 13F +1,067 shares

    0.62% of the 13F portfolio, value $697,372.

    13F-HR 0001951757-26-000884 filed by STONEHAVEN WEALTH & TAX SOLUTIONS, 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 5,861 shares
    Change vs previous 13F +214 shares

    0.53% of the 13F portfolio, value $588,327.

    13F-HR 0001951757-26-000287 filed by STONEHAVEN WEALTH & TAX SOLUTIONS, 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 5,647 shares
    Change vs previous 13F +322 shares

    0.53% of the 13F portfolio, value $568,653.

    13F-HR 0001951757-25-001410 filed by STONEHAVEN WEALTH & TAX SOLUTIONS, 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 5,325 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $536,174.

    13F-HR 0001951757-25-001089 filed by STONEHAVEN WEALTH & TAX SOLUTIONS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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