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Annapolis Financial Services, LLC: SLYV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Annapolis Financial Services, LLC on SLYV, newest first. How the timeline and the estimate are built.

Annapolis Financial Services, LLC held 47,629 SLYV shares at 2024-09-30 per its 13F-HR filed 2024-10-16.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 47,629 shares
    Change vs previous 13F +30 shares

    1.22% of the 13F portfolio, value $4,135,156.

    13F-HR 0001843110-24-000006 filed by Annapolis Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-06-30
    13F 47,599 shares
    Change vs previous 13F +26 shares

    1.21% of the 13F portfolio, value $3,727,497.

    13F-HR 0001843110-24-000004 filed by Annapolis Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-03-31
    13F 47,573 shares
    Change vs previous 13F +17 shares

    1.3% of the 13F portfolio, value $3,947,105.

    13F-HR 0001843110-24-000003 filed by Annapolis Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-12-31
    13F 47,556 shares
    Change vs previous 13F -2,617 shares

    0.99% of the 13F portfolio, value $3,961,880.

    13F-HR 0001843110-24-000002 filed by Annapolis Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-09-30
    13F 50,173 shares
    Change vs previous 13F +20 shares

    1.05% of the 13F portfolio, value $3,631,047.

    13F-HR 0001843110-23-000004 filed by Annapolis Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-06-30
    13F 50,153 shares
    Change vs previous 13F +23 shares

    1.1% of the 13F portfolio, value $3,871,335.

    13F-HR 0001843110-23-000003 filed by Annapolis Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-03-31
    13F 50,130 shares
    Change vs previous 13F +15 shares

    1.16% of the 13F portfolio, value $3,818,923.

    13F-HR 0001843110-23-000002 filed by Annapolis Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-12-31
    13F 50,115 shares
    Change vs previous 13F not available

    1.21% of the 13F portfolio, value $3,719,528.

    13F-HR 0001843110-23-000001 filed by Annapolis Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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