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Disclosery

Arnold Financial Planning LLC: SLYV position timeline

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

Arnold Financial Planning LLC held 75,505 SLYV 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 75,505 shares
    Change vs previous 13F +1,248 shares

    6.14% of the 13F portfolio, value $8,238,380.

    13F-HR 0001754960-26-000493 filed by Arnold Financial Planning 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 74,257 shares
    Change vs previous 13F -816 shares

    6.56% of the 13F portfolio, value $7,023,264.

    13F-HR 0001754960-26-000250 filed by Arnold Financial Planning 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 75,073 shares
    Change vs previous 13F not available

    7.04% of the 13F portfolio, value $6,829,382.

    13F-HR 0001754960-26-000126 filed by Arnold Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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