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Warren Street Wealth Advisors, LLC: SGOV position timeline

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

Warren Street Wealth Advisors, LLC held 73,658 SGOV shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 73,658 shares
    Change vs previous 13F -6,239 shares

    1.67% of the 13F portfolio, value $7,415,170.

    13F-HR 0002085853-26-000803 filed by Warren Street Wealth 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 79,897 shares
    Change vs previous 13F +1,396 shares

    2.06% of the 13F portfolio, value $8,042,426.

    13F-HR 0002085853-26-000398 filed by Warren Street Wealth 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 78,501 shares
    Change vs previous 13F -31 shares

    2.26% of the 13F portfolio, value $7,879,892.

    13F-HR 0002085853-26-000146 filed by Warren Street Wealth 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 78,532 shares
    Change vs previous 13F +8,209 shares

    2.37% of the 13F portfolio, value $7,908,185.

    13F-HR 0002085853-25-000113 filed by Warren Street Wealth 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 70,323 shares
    Change vs previous 13F -7,319 shares

    2.35% of the 13F portfolio, value $7,080,836.

    13F-HR 0001667731-25-000879 filed by Warren Street Wealth 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 77,642 shares
    Change vs previous 13F +23,491 shares

    3.06% of the 13F portfolio, value $7,816,201.

    13F-HR 0001667731-25-000406 filed by Warren Street Wealth Advisors, 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 54,151 shares
    Change vs previous 13F +2,398 shares

    2.23% of the 13F portfolio, value $5,432,393.

    13F-HR 0001667731-25-000165 filed by Warren Street Wealth Advisors, 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 51,753 shares
    Change vs previous 13F not available

    2.16% of the 13F portfolio, value $5,212,594.

    13F-HR 0001703496-24-000005 filed by Warren Street Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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