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Disclosery

VestGen Investment Management: SGOV position timeline

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

VestGen Investment Management held 80,714 SGOV shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 80,714 shares
    Change vs previous 13F -13,706 shares

    4.31% of the 13F portfolio, value $8,125,478.

    13F-HR 0001511739-26-000003 filed by VestGen Investment Management
    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 94,420 shares
    Change vs previous 13F +29,255 shares

    5.24% of the 13F portfolio, value $9,504,317.

    13F-HR 0001511739-26-000002 filed by VestGen Investment Management
    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 65,165 shares
    Change vs previous 13F +333 shares

    3.63% of the 13F portfolio, value $6,541,263.

    13F-HR 0001511739-26-000001 filed by VestGen Investment Management
    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 64,832 shares
    Change vs previous 13F +1,077 shares

    3.92% of the 13F portfolio, value $6,528,582.

    13F-HR 0001511739-25-000007 filed by VestGen Investment Management
    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 63,755 shares
    Change vs previous 13F -5,047 shares

    4.6% of the 13F portfolio, value $6,419,491.

    13F-HR 0001511739-25-000005 filed by VestGen Investment Management
    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 68,802 shares
    Change vs previous 13F -262,254 shares

    5.22% of the 13F portfolio, value $6,926,297.

    13F-HR 0001511739-25-000004 filed by VestGen Investment Management
    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 331,056 shares
    Change vs previous 13F +199,335 shares

    9.06% of the 13F portfolio, value $33,211,538.

    13F-HR 0001511739-25-000001 filed by VestGen Investment Management
    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 131,721 shares
    Change vs previous 13F not available

    3.72% of the 13F portfolio, value $13,266,981.

    13F-HR 0001511739-24-000004 filed by VestGen Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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