CarsonAllaria Wealth Management, Ltd.: SLYV position timeline

CarsonAllaria Wealth Management, Ltd. held 129,564 SLYV shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 129,564 shares

   Change vs previous 13F +5,129 shares

   6.13% of the 13F portfolio, value $14,136,726.

   13F-HR 0001900946-26-000004 filed by CarsonAllaria Wealth Management, Ltd.
   Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 124,435 shares

   Change vs previous 13F +2,116 shares

   5.81% of the 13F portfolio, value $11,769,072.

   13F-HR 0001900946-26-000002 filed by CarsonAllaria Wealth Management, Ltd.
   Filed 2026-04-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 122,319 shares

   Change vs previous 13F +5,223 shares

   5.52% of the 13F portfolio, value $11,127,333.

   13F-HR 0001900946-26-000001 filed by CarsonAllaria Wealth Management, Ltd.
   Filed 2026-01-22 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 117,096 shares

   Change vs previous 13F +6,805 shares

   5.4% of the 13F portfolio, value $10,380,590.

   13F-HR 0001900946-25-000006 filed by CarsonAllaria Wealth Management, Ltd.
   Filed 2025-10-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 110,291 shares

   Change vs previous 13F +3,068 shares

   4.72% of the 13F portfolio, value $8,796,885.

   13F-HR 0001900946-25-000005 filed by CarsonAllaria Wealth Management, Ltd.
   Filed 2025-07-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 107,223 shares

   Change vs previous 13F +3,278 shares

   4.87% of the 13F portfolio, value $8,406,327.

   13F-HR 0001900946-25-000003 filed by CarsonAllaria Wealth Management, Ltd.
   Filed 2025-04-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 103,945 shares

   Change vs previous 13F +3,016 shares

   5.19% of the 13F portfolio, value $9,069,250.

   13F-HR 0001900946-25-000001 filed by CarsonAllaria Wealth Management, Ltd.
   Filed 2025-01-27 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 100,929 shares

   Change vs previous 13F not available

   5.02% of the 13F portfolio, value $8,762,667.

   13F-HR 0001900946-24-000005 filed by CarsonAllaria Wealth Management, Ltd.
   Filed 2024-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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