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Avant Financial Advisors LLC: SLYV position timeline

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

Avant Financial Advisors LLC held 14,877 SLYV shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,877 shares
    Change vs previous 13F -39 shares

    1.01% of the 13F portfolio, value $1,623,230.

    13F-HR 0001951757-26-000953 filed by Avant Financial Advisors 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 14,916 shares
    Change vs previous 13F 0 shares

    0.99% of the 13F portfolio, value $1,410,756.

    13F-HR 0001951757-26-000711 filed by Avant Financial Advisors 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 14,916 shares
    Change vs previous 13F 0 shares

    0.98% of the 13F portfolio, value $1,356,909.

    13F-HR 0001951757-26-000158 filed by Avant Financial Advisors LLC
    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 14,916 shares
    Change vs previous 13F 0 shares

    1% of the 13F portfolio, value $1,322,304.

    13F-HR 0001951757-25-001262 filed by Avant Financial Advisors LLC
    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 14,916 shares
    Change vs previous 13F -8,550 shares

    0.98% of the 13F portfolio, value $1,189,701.

    13F-HR 0001951757-25-001021 filed by Avant Financial Advisors LLC
    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 23,466 shares
    Change vs previous 13F +6,480 shares

    1.67% of the 13F portfolio, value $1,839,735.

    13F-HR 0001951757-25-000542 filed by Avant Financial Advisors LLC
    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 16,986 shares
    Change vs previous 13F not available

    1.36% of the 13F portfolio, value $1,482,029.

    13F-HR 0001951757-25-000286 filed by Avant Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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