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Advisory Resource Group: SLF position timeline

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

Advisory Resource Group held 22,286 SLF shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,286 shares
    Change vs previous 13F -548 shares

    0.26% of the 13F portfolio, value $1,747,668.

    13F-HR 0001172661-26-002609 filed by Advisory Resource Group
    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 22,834 shares
    Change vs previous 13F -281 shares

    0.25% of the 13F portfolio, value $1,428,495.

    13F-HR 0001172661-26-002019 filed by Advisory Resource Group
    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 23,115 shares
    Change vs previous 13F +1,041 shares

    0.25% of the 13F portfolio, value $1,442,376.

    13F-HR 0001172661-26-000637 filed by Advisory Resource Group
    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 22,074 shares
    Change vs previous 13F +2,671 shares

    0.24% of the 13F portfolio, value $1,325,102.

    13F-HR 0001172661-25-004375 filed by Advisory Resource Group
    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 19,403 shares
    Change vs previous 13F -443 shares

    0.25% of the 13F portfolio, value $1,289,329.

    13F-HR 0001172661-25-002969 filed by Advisory Resource Group
    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 19,846 shares
    Change vs previous 13F +760 shares

    0.23% of the 13F portfolio, value $1,136,382.

    13F-HR 0001172661-25-001522 filed by Advisory Resource Group
    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 19,086 shares
    Change vs previous 13F -278 shares

    0.24% of the 13F portfolio, value $1,132,563.

    13F-HR 0001764968-25-000001 filed by Advisory Resource Group
    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 19,364 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,123,499.

    13F-HR 0001764968-24-000004 filed by Advisory Resource Group
    Filed (acceptance time not in the bulk data set), ingested

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