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VestGen Advisors, LLC: SGOV position timeline

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

VestGen Advisors, LLC held 264,848 SGOV shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 264,848 shares
    Change vs previous 13F -72,682 shares

    0.78% of the 13F portfolio, value $26,662,264.

    13F-HR 0002050130-26-000005 filed by VestGen 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 337,530 shares
    Change vs previous 13F +84,273 shares

    0.95% of the 13F portfolio, value $33,921,758.

    13F-HR 0002050130-26-000004 filed by VestGen 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 253,257 shares
    Change vs previous 13F +142,548 shares

    1.08% of the 13F portfolio, value $25,421,967.

    13F-HR 0002050130-26-000001 filed by VestGen 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 110,709 shares
    Change vs previous 13F -4,017 shares

    0.37% of the 13F portfolio, value $11,148,426.

    13F-HR 0002050130-25-000006 filed by VestGen 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 114,726 shares
    Change vs previous 13F +47,730 shares

    0.46% of the 13F portfolio, value $11,551,743.

    13F-HR 0002050130-25-000005 filed by VestGen 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 66,996 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $6,744,454.

    13F-HR 0002050130-25-000003 filed by VestGen Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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