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Disclosery

Turn8 Private Wealth Inc.: SGOV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Turn8 Private Wealth Inc. on SGOV, newest first. How the timeline and the estimate are built.

Turn8 Private Wealth Inc. held 11,865 SGOV shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,865 shares
    Change vs previous 13F -8,995 shares

    0.8% of the 13F portfolio, value $1,194,450.

    13F-HR 0002070026-26-000003 filed by Turn8 Private Wealth 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 20,860 shares
    Change vs previous 13F +5,085 shares

    1.31% of the 13F portfolio, value $2,100,000.

    13F-HR 0002070026-26-000002 filed by Turn8 Private Wealth 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 15,775 shares
    Change vs previous 13F +389 shares

    1.13% of the 13F portfolio, value $1,583,494.

    13F-HR 0002070026-26-000001 filed by Turn8 Private Wealth Inc.
    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 15,386 shares
    Change vs previous 13F +5,149 shares

    1.11% of the 13F portfolio, value $1,549,446.

    13F-HR 0002070026-25-000005 filed by Turn8 Private Wealth Inc.
    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 10,237 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $1,030,814.

    13F-HR 0002070026-25-000003 filed by Turn8 Private Wealth Inc.
    Filed (acceptance time not in the bulk data set), ingested

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