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Burns Matteson Capital Management, LLC: SPLV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Burns Matteson Capital Management, LLC on SPLV, newest first. How the timeline and the estimate are built.

Burns Matteson Capital Management, LLC held 51,690 SPLV shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 51,690 shares
    Change vs previous 13F -2,886 shares

    1.23% of the 13F portfolio, value $3,871,590.

    13F-HR 0001894164-26-000005 filed by Burns Matteson Capital Management, 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 54,576 shares
    Change vs previous 13F -1,770 shares

    1.56% of the 13F portfolio, value $3,991,678.

    13F-HR 0001894164-26-000004 filed by Burns Matteson Capital Management, 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 56,346 shares
    Change vs previous 13F -786 shares

    1.62% of the 13F portfolio, value $4,024,254.

    13F-HR 0001894164-26-000003 filed by Burns Matteson Capital Management, 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 57,132 shares
    Change vs previous 13F -1,773 shares

    1.76% of the 13F portfolio, value $4,198,064.

    13F-HR 0001894164-25-000009 filed by Burns Matteson Capital Management, 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 58,905 shares
    Change vs previous 13F -799 shares

    2.07% of the 13F portfolio, value $4,289,480.

    13F-HR 0001894164-25-000006 filed by Burns Matteson Capital Management, 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 59,704 shares
    Change vs previous 13F -3,295 shares

    2.4% of the 13F portfolio, value $4,461,096.

    13F-HR 0001894164-25-000004 filed by Burns Matteson Capital Management, 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 62,999 shares
    Change vs previous 13F -1,142 shares

    2.47% of the 13F portfolio, value $4,409,897.

    13F-HR 0001894164-25-000001 filed by Burns Matteson Capital Management, LLC
    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 64,141 shares
    Change vs previous 13F not available

    2.58% of the 13F portfolio, value $4,600,809.

    13F-HR 0001894164-24-000011 filed by Burns Matteson Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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