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Disclosery

B.O.S.S. Retirement Advisors, LLC: SVOL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of B.O.S.S. Retirement Advisors, LLC on SVOL, newest first. How the timeline and the estimate are built.

B.O.S.S. Retirement Advisors, LLC held 108,800 SVOL shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 108,800 shares
    Change vs previous 13F +8,558 shares

    0.47% of the 13F portfolio, value $1,745,157.

    13F-HR 0001964810-26-000008 filed by B.O.S.S. Retirement 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 100,242 shares
    Change vs previous 13F +6,106 shares

    0.47% of the 13F portfolio, value $1,537,713.

    13F-HR 0001964810-26-000004 filed by B.O.S.S. Retirement 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 94,136 shares
    Change vs previous 13F +40,484 shares

    0.52% of the 13F portfolio, value $1,653,033.

    13F-HR 0001964810-26-000002 filed by B.O.S.S. Retirement 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 53,652 shares
    Change vs previous 13F -20,697 shares

    0.23% of the 13F portfolio, value $965,737.

    13F-HR 0001964810-25-000004 filed by B.O.S.S. Retirement 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 74,349 shares
    Change vs previous 13F +49,087 shares

    0.34% of the 13F portfolio, value $1,367,283.

    13F-HR 0001085146-25-003968 filed by B.O.S.S. Retirement 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 25,262 shares
    Change vs previous 13F +9,115 shares

    0.13% of the 13F portfolio, value $459,263.

    13F-HR 0001085146-25-002267 filed by B.O.S.S. Retirement 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 16,147 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $335,697.

    13F-HR 0001085146-25-000378 filed by B.O.S.S. Retirement Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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