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Disclosery

Waterloo Capital, L.P.: SGOV position timeline

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

Waterloo Capital, L.P. held 38,427 SGOV shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,427 shares
    Change vs previous 13F -29,116 shares

    0.22% of the 13F portfolio, value $3,868,476.

    13F-HR 0001104659-26-087951 filed by Waterloo Capital, L.P.
    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 67,543 shares
    Change vs previous 13F +55,302 shares

    0.48% of the 13F portfolio, value $6,798,888.

    13F-HR 0001104659-26-059213 filed by Waterloo Capital, L.P.
    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 12,241 shares
    Change vs previous 13F -12,511 shares

    0.09% of the 13F portfolio, value $1,228,759.

    13F-HR 0001104659-26-012470 filed by Waterloo Capital, L.P.
    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 24,752 shares
    Change vs previous 13F +13,517 shares

    0.19% of the 13F portfolio, value $2,492,521.

    13F-HR 0001104659-25-106781 filed by Waterloo Capital, L.P.
    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 11,235 shares
    Change vs previous 13F +3,814 shares

    0.09% of the 13F portfolio, value $1,131,207.

    13F-HR 0001104659-25-076764 filed by Waterloo Capital, L.P.
    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 7,421 shares
    Change vs previous 13F +7,421 shares

    0.07% of the 13F portfolio, value $747,028.

    13F-HR 0001104659-25-047228 filed by Waterloo Capital, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 0 shares
    Change vs previous 13F not available

    13F-HR 0001104659-24-118460 filed by Waterloo Capital, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.