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True Link Financial Advisors, LLC: SGOV position timeline

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

True Link Financial Advisors, LLC held 29,000 SGOV shares at 2026-06-30 per its 13F-HR/A filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 29,000 shares
    Change vs previous 13F -7,888 shares

    0.17% of the 13F portfolio, value $2,919,430.

    13F-HR/A 0001846236-26-000006 filed by True Link Financial Advisors, 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/A 36,888 shares
    Change vs previous 13F +4,339 shares

    0.23% of the 13F portfolio, value $3,713,146.

    13F-HR/A 0001846236-26-000003 filed by True Link Financial Advisors, 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 32,549 shares
    Change vs previous 13F +714 shares

    0.2% of the 13F portfolio, value $3,267,316.

    13F-HR 0001846236-26-000001 filed by True Link Financial Advisors, 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 31,835 shares
    Change vs previous 13F -10,944 shares

    0.21% of the 13F portfolio, value $3,205,820.

    13F-HR 0001846236-25-000009 filed by True Link Financial Advisors, 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 42,779 shares
    Change vs previous 13F +16,575 shares

    0.3% of the 13F portfolio, value $4,307,394.

    13F-HR 0001846236-25-000006 filed by True Link Financial Advisors, 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 26,204 shares
    Change vs previous 13F +8,079 shares

    0.2% of the 13F portfolio, value $2,637,912.

    13F-HR 0001846236-25-000002 filed by True Link Financial Advisors, 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 18,125 shares
    Change vs previous 13F +133 shares

    0.15% of the 13F portfolio, value $1,818,300.

    13F-HR 0001846236-25-000001 filed by True Link Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 17,992 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,812,154.

    13F-HR 0001846236-24-000006 filed by True Link Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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