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Twelve Points Wealth Management LLC: SGOV position timeline

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

Twelve Points Wealth Management LLC held 186,754 SGOV shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 186,754 shares
    Change vs previous 13F +39,821 shares

    3.77% of the 13F portfolio, value $18,800,547.

    13F-HR 0001877090-26-000005 filed by Twelve Points Wealth Management 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 146,933 shares
    Change vs previous 13F -24,278 shares

    3.25% of the 13F portfolio, value $14,790,298.

    13F-HR 0001877090-26-000003 filed by Twelve Points Wealth Management 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 171,211 shares
    Change vs previous 13F -534 shares

    3.87% of the 13F portfolio, value $17,201,541.

    13F-HR 0001877090-26-000001 filed by Twelve Points Wealth Management 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 171,745 shares
    Change vs previous 13F +28,201 shares

    4.31% of the 13F portfolio, value $17,294,763.

    13F-HR 0001877090-25-000008 filed by Twelve Points Wealth Management 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 143,544 shares
    Change vs previous 13F -8,590 shares

    3.89% of the 13F portfolio, value $14,453,447.

    13F-HR 0001877090-25-000004 filed by Twelve Points Wealth Management 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 152,134 shares
    Change vs previous 13F +14,255 shares

    4.16% of the 13F portfolio, value $15,315,294.

    13F-HR 0001877090-25-000003 filed by Twelve Points Wealth Management 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 137,879 shares
    Change vs previous 13F +89,632 shares

    3.98% of the 13F portfolio, value $13,832,032.

    13F-HR 0001877090-25-000002 filed by Twelve Points Wealth Management 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 48,247 shares
    Change vs previous 13F not available

    1.53% of the 13F portfolio, value $4,859,399.

    13F-HR 0001877090-24-000008 filed by Twelve Points Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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