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Disclosery

WINNACLE WEALTH LLC: SGOV position timeline

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

WINNACLE WEALTH LLC held 102,068 SGOV shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 102,068 shares
    Change vs previous 13F -6,563 shares

    6.99% of the 13F portfolio, value $10,275,189.

    13F-HR 0001754960-26-000581 filed by WINNACLE WEALTH 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 108,631 shares
    Change vs previous 13F +1,605 shares

    8.44% of the 13F portfolio, value $10,934,837.

    13F-HR 0001754960-26-000391 filed by WINNACLE WEALTH 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 107,026 shares
    Change vs previous 13F not available

    7.99% of the 13F portfolio, value $10,809,626.

    13F-HR 0002079687-26-000002 filed by WINNACLE WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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