Skip to content
Disclosery

SwitchPoint Financial Planning, LLC: SGOV position timeline

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

SwitchPoint Financial Planning, LLC held 33,369 SGOV shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,369 shares
    Change vs previous 13F +4,041 shares

    1.94% of the 13F portfolio, value $3,359,234.

    13F-HR 0002055526-26-000003 filed by SwitchPoint Financial Planning, 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 29,328 shares
    Change vs previous 13F -6,328 shares

    2% of the 13F portfolio, value $2,952,150.

    13F-HR 0002055526-26-000002 filed by SwitchPoint Financial Planning, 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 35,656 shares
    Change vs previous 13F +1,374 shares

    2.51% of the 13F portfolio, value $3,579,197.

    13F-HR 0002055526-26-000001 filed by SwitchPoint Financial Planning, 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 34,282 shares
    Change vs previous 13F +5,987 shares

    2.5% of the 13F portfolio, value $3,452,178.

    13F-HR 0002055526-25-000005 filed by SwitchPoint Financial Planning, 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 28,295 shares
    Change vs previous 13F +243 shares

    2.33% of the 13F portfolio, value $2,849,004.

    13F-HR 0002055526-25-000003 filed by SwitchPoint Financial Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 28,052 shares
    Change vs previous 13F +11,157 shares

    2.68% of the 13F portfolio, value $2,823,962.

    13F-HR 0002055526-25-000002 filed by SwitchPoint Financial Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 16,895 shares
    Change vs previous 13F not available

    1.62% of the 13F portfolio, value $1,694,935.

    13F-HR 0002055526-25-000001 filed by SwitchPoint Financial Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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