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Disclosery

Councilor Wealth, LLC: SLYV position timeline

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

Councilor Wealth, LLC held 38,054 SLYV shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 38,054 shares
    Change vs previous 13F -2,823 shares

    1.6% of the 13F portfolio, value $3,887,262.

    13F-HR 0001172661-26-004454 filed by Councilor Wealth, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 40,877 shares
    Change vs previous 13F -2,352 shares

    1.8% of the 13F portfolio, value $4,460,194.

    13F-HR 0001172661-26-002707 filed by Councilor Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 43,229 shares
    Change vs previous 13F -4,516 shares

    1.98% of the 13F portfolio, value $4,088,665.

    13F-HR 0001172661-26-001795 filed by Councilor Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 47,745 shares
    Change vs previous 13F -2,571 shares

    2.05% of the 13F portfolio, value $4,343,388.

    13F-HR 0001172661-26-000354 filed by Councilor Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 50,316 shares
    Change vs previous 13F -516 shares

    2.07% of the 13F portfolio, value $4,460,528.

    13F-HR 0001172661-25-004615 filed by Councilor Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 50,832 shares
    Change vs previous 13F -2,099 shares

    1.89% of the 13F portfolio, value $4,054,374.

    13F-HR 0001172661-25-002765 filed by Councilor Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 52,931 shares
    Change vs previous 13F -3,181 shares

    2.07% of the 13F portfolio, value $4,149,791.

    13F-HR 0001172661-25-001499 filed by Councilor Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 56,112 shares
    Change vs previous 13F not available

    2.33% of the 13F portfolio, value $4,895,772.

    13F-HR 0001172661-25-000598 filed by Councilor Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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