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Sugar Maple Asset Management, LLC: SGOV position timeline

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

Sugar Maple Asset Management, LLC held 5,135 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 5,135 shares
    Change vs previous 13F -437 shares

    0.29% of the 13F portfolio, value $517,016.

    13F-HR 0002012673-26-000006 filed by Sugar Maple Asset Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,572 shares
    Change vs previous 13F +10 shares

    0.36% of the 13F portfolio, value $560,919.

    13F-HR 0002012673-26-000004 filed by Sugar Maple 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 ended2026-03-31
    13F 5,562 shares
    Change vs previous 13F +7 shares

    0.34% of the 13F portfolio, value $559,849.

    13F-HR 0002012673-26-000002 filed by Sugar Maple 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 ended2025-12-31
    13F 5,555 shares
    Change vs previous 13F -183 shares

    0.37% of the 13F portfolio, value $557,636.

    13F-HR 0002012673-26-000001 filed by Sugar Maple 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 ended2025-09-30
    13F 5,738 shares
    Change vs previous 13F +11 shares

    0.41% of the 13F portfolio, value $577,862.

    13F-HR 0002012673-25-000005 filed by Sugar Maple 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 ended2025-06-30
    13F 5,727 shares
    Change vs previous 13F +3,243 shares

    0.45% of the 13F portfolio, value $576,621.

    13F-HR 0002012673-25-000003 filed by Sugar Maple 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 ended2025-03-31
    13F 2,484 shares
    Change vs previous 13F +1,005 shares

    0.2% of the 13F portfolio, value $250,003.

    13F-HR 0002012673-25-000002 filed by Sugar Maple 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 ended2024-12-31
    13F 1,479 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $148,382.

    13F-HR 0002012673-25-000001 filed by Sugar Maple Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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