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Sulzberger Capital Advisors, Inc.: SGOV position timeline

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

Sulzberger Capital Advisors, Inc. held 30,131 SGOV shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,131 shares
    Change vs previous 13F -9,215 shares

    2.96% of the 13F portfolio, value $3,033,288.

    13F-HR 0001172661-26-002666 filed by Sulzberger Capital Advisors, Inc.
    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 39,346 shares
    Change vs previous 13F -2,459 shares

    4.04% of the 13F portfolio, value $3,960,568.

    13F-HR 0001172661-26-001442 filed by Sulzberger Capital Advisors, Inc.
    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 41,805 shares
    Change vs previous 13F not available

    4.24% of the 13F portfolio, value $4,196,386.

    13F-HR 0001172661-26-000025 filed by Sulzberger Capital Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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