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Virtue Capital Management, LLC: SGOV position timeline

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

Virtue Capital Management, LLC held 122,686 SGOV shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 122,686 shares
    Change vs previous 13F +56,871 shares

    1.65% of the 13F portfolio, value $12,350,800.

    13F-HR 0001104659-26-091051 filed by Virtue Capital 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 65,815 shares
    Change vs previous 13F +63,264 shares

    1.01% of the 13F portfolio, value $6,624,938.

    13F-HR 0001104659-26-056825 filed by Virtue Capital 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/A 2,551 shares
    Change vs previous 13F +991 shares

    0.04% of the 13F portfolio, value $256,146.

    13F-HR/A 0001104659-26-016820 filed by Virtue Capital 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/A 1,560 shares
    Change vs previous 13F -991 shares

    0.11% of the 13F portfolio, value $697,679.

    13F-HR/A 0001104659-26-016822 filed by Virtue Capital 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 2,551 shares
    Change vs previous 13F -318 shares

    0.05% of the 13F portfolio, value $256,860.

    13F-HR 0001104659-25-077270 filed by Virtue Capital 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 2,869 shares
    Change vs previous 13F -69,684 shares

    0.03% of the 13F portfolio, value $288,871.

    13F-HR 0001104659-25-049438 filed by Virtue Capital 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 72,553 shares
    Change vs previous 13F +70,002 shares

    1.47% of the 13F portfolio, value $7,278,517.

    13F-HR 0001104659-25-017266 filed by Virtue Capital 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 2,551 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $256,937.

    13F-HR 0001104659-24-120092 filed by Virtue Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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