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Disclosery

Zuckerman Investment Group, LLC: SGOV position timeline

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

Zuckerman Investment Group, LLC held 144,332 SGOV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 144,332 shares
    Change vs previous 13F -19,999 shares

    1.23% of the 13F portfolio, value $14,529,902.

    13F-HR 0001423296-26-000008 filed by Zuckerman Investment 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 164,331 shares
    Change vs previous 13F not available

    1.55% of the 13F portfolio, value $16,541,558.

    13F-HR 0001423296-26-000005 filed by Zuckerman Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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