Skip to content
Disclosery

VanWeelden Wealth Management, LLC: SGOV position timeline

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

VanWeelden Wealth Management, LLC held 83,635 SGOV shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 83,635 shares
    Change vs previous 13F +2,032 shares

    6.26% of the 13F portfolio, value $8,419,521.

    13F-HR 0001951757-26-001248 filed by VanWeelden 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 81,603 shares
    Change vs previous 13F -3,587 shares

    6.55% of the 13F portfolio, value $8,214,126.

    13F-HR 0001951757-26-000820 filed by VanWeelden 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 85,190 shares
    Change vs previous 13F +13,463 shares

    6.72% of the 13F portfolio, value $8,551,333.

    13F-HR 0001951757-26-000335 filed by VanWeelden 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 71,727 shares
    Change vs previous 13F +10,966 shares

    5.94% of the 13F portfolio, value $7,222,909.

    13F-HR 0001951757-25-001252 filed by VanWeelden 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 ended2025-03-31
    13F 60,761 shares
    Change vs previous 13F +9,296 shares

    5.44% of the 13F portfolio, value $6,116,810.

    13F-HR 0001951757-25-000397 filed by VanWeelden 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 ended2024-12-31
    13F 51,465 shares
    Change vs previous 13F not available

    4.66% of the 13F portfolio, value $5,162,969.

    13F-HR 0001951757-25-000216 filed by VanWeelden Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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