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Disclosery

Wheelhouse Advisory Group LLC: SGOV position timeline

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

Wheelhouse Advisory Group LLC held 362,616 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 362,616 shares
    Change vs previous 13F +12,188 shares

    10.3% of the 13F portfolio, value $36,504,521.

    13F-HR 0001998946-26-000003 filed by Wheelhouse Advisory Group 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 350,428 shares
    Change vs previous 13F not available

    11.69% of the 13F portfolio, value $35,274,113.

    13F-HR 0001998946-26-000002 filed by Wheelhouse Advisory Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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