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Disclosery

Strategic Advisors LLC: SGOV position timeline

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

Strategic Advisors LLC held 30,176 SGOV shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 30,176 shares
    Change vs previous 13F -6,689 shares

    0.64% of the 13F portfolio, value $3,038,137.

    13F-HR 0001172661-26-004493 filed by Strategic Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 36,865 shares
    Change vs previous 13F -32,208 shares

    0.81% of the 13F portfolio, value $3,711,191.

    13F-HR 0001172661-26-002862 filed by Strategic 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 ended2026-03-31
    13F 69,073 shares
    Change vs previous 13F -1,160 shares

    1.15% of the 13F portfolio, value $6,952,918.

    13F-HR 0001172661-26-001974 filed by Strategic 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 ended2025-12-31
    13F 70,233 shares
    Change vs previous 13F -10,184 shares

    1.1% of the 13F portfolio, value $7,050,029.

    13F-HR 0001172661-26-000578 filed by Strategic 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 ended2025-09-30
    13F 80,417 shares
    Change vs previous 13F +80,417 shares

    1.31% of the 13F portfolio, value $8,098,027.

    13F-HR 0001172661-25-004551 filed by Strategic Advisors 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 0 shares
    Change vs previous 13F -74,551 shares

    13F-HR 0001172661-25-003059 filed by Strategic Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  7. period ended2025-03-31
    13F 74,551 shares
    Change vs previous 13F +8,162 shares

    1.45% of the 13F portfolio, value $7,505,040.

    13F-HR 0001172661-25-001507 filed by Strategic Advisors 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 66,389 shares
    Change vs previous 13F not available

    1.2% of the 13F portfolio, value $6,660,159.

    13F-HR 0001172661-25-000437 filed by Strategic Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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