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Virginia Estate & Retirement Planning Advisors Inc.: SGOV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Virginia Estate & Retirement Planning Advisors Inc. on SGOV, newest first. How the timeline and the estimate are built.

Virginia Estate & Retirement Planning Advisors Inc. held 230,881 SGOV shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 230,881 shares
    Change vs previous 13F -872 shares

    29.4% of the 13F portfolio, value $23,245,080.

    13F-HR 0002115327-26-000005 filed by Virginia Estate & Retirement Planning Advisors Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 231,753 shares
    Change vs previous 13F +86,633 shares

    28.09% of the 13F portfolio, value $23,330,591.

    13F-HR 0002115327-26-000003 filed by Virginia Estate & Retirement Planning Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 145,120 shares
    Change vs previous 13F not available

    25.55% of the 13F portfolio, value $14,607,741.

    13F-HR 0002115327-26-000002 filed by Virginia Estate & Retirement Planning Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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