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Successful Portfolios LLC: SGOV position timeline

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

Successful Portfolios LLC held 29,365 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 29,365 shares
    Change vs previous 13F -7,791 shares

    1.36% of the 13F portfolio, value $2,949,653.

    13F-HR 0001085146-26-000857 filed by Successful Portfolios LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 37,156 shares
    Change vs previous 13F +4,043 shares

    1.74% of the 13F portfolio, value $3,733,924.

    13F-HR 0001721780-26-000005 filed by Successful Portfolios 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 33,113 shares
    Change vs previous 13F +2,613 shares

    1.84% of the 13F portfolio, value $3,333,191.

    13F-HR 0001721780-26-000002 filed by Successful Portfolios 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 30,500 shares
    Change vs previous 13F +5,781 shares

    1.56% of the 13F portfolio, value $3,064,351.

    13F-HR 0001721780-26-000001 filed by Successful Portfolios 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 24,719 shares
    Change vs previous 13F -264 shares

    1.45% of the 13F portfolio, value $2,489,229.

    13F-HR 0001721780-25-000002 filed by Successful Portfolios 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 24,983 shares
    Change vs previous 13F -2,835 shares

    1.55% of the 13F portfolio, value $2,515,554.

    13F-HR 0001085146-25-003992 filed by Successful Portfolios 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 27,818 shares
    Change vs previous 13F +2,369 shares

    1.9% of the 13F portfolio, value $2,800,469.

    13F-HR 0001085146-25-002063 filed by Successful Portfolios 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 25,449 shares
    Change vs previous 13F not available

    1.71% of the 13F portfolio, value $2,553,040.

    13F-HR 0001085146-25-000241 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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