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Disclosery

Westfuller Advisors, LLC: SGOV position timeline

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

Westfuller Advisors, LLC held 0 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 0 shares
    Change vs previous 13F -239,063 shares

    13F-HR 0002000324-26-003250 filed by Westfuller Advisors, LLC
    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.

  2. period ended2026-03-31
    13F 239,063 shares
    Change vs previous 13F -11,588 shares

    10.39% of the 13F portfolio, value $24,064,079.

    13F-HR 0002000324-26-001734 filed by Westfuller 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 250,651 shares
    Change vs previous 13F +158,395 shares

    10.18% of the 13F portfolio, value $25,160,339.

    13F-HR 0002000324-26-000134 filed by Westfuller 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 92,256 shares
    Change vs previous 13F -154,696 shares

    4.22% of the 13F portfolio, value $9,290,192.

    13F-HR 0002000324-25-004144 filed by Westfuller 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 246,952 shares
    Change vs previous 13F +72,194 shares

    14.18% of the 13F portfolio, value $24,865,590.

    13F-HR 0001085146-25-003762 filed by Westfuller 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 174,758 shares
    Change vs previous 13F +20,995 shares

    11.75% of the 13F portfolio, value $17,592,893.

    13F-HR 0001085146-25-002330 filed by Westfuller 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 153,763 shares
    Change vs previous 13F +2,420 shares

    9.8% of the 13F portfolio, value $15,425,505.

    13F-HR 0001085146-25-001756 filed by Westfuller 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 151,343 shares
    Change vs previous 13F not available

    10.94% of the 13F portfolio, value $15,243,297.

    13F-HR 0001085146-24-005423 filed by Westfuller Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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