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Disclosery

Trailhead Planners LLC: SGOV position timeline

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

Trailhead Planners LLC held 20,449 SGOV shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,449 shares
    Change vs previous 13F -16,095 shares

    1.99% of the 13F portfolio, value $2,058,601.

    13F-HR 0002109534-26-000003 filed by Trailhead Planners 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 36,544 shares
    Change vs previous 13F -4,101 shares

    3.53% of the 13F portfolio, value $3,678,519.

    13F-HR 0002109534-26-000002 filed by Trailhead Planners 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 40,645 shares
    Change vs previous 13F not available

    4.01% of the 13F portfolio, value $4,079,945.

    13F-HR 0002109534-26-000001 filed by Trailhead Planners LLC
    Filed (acceptance time not in the bulk data set), ingested

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