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Creekmur Asset Management LLC: SPLV position timeline

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

Creekmur Asset Management LLC held 43,579 SPLV shares at 2025-09-30 per its 13F-HR filed 2025-11-12.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 43,579 shares
    Change vs previous 13F -1,769 shares

    0.53% of the 13F portfolio, value $3,202,164.

    13F-HR 0002013091-25-000008 filed by Creekmur Asset 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 ended2025-06-30
    13F 45,348 shares
    Change vs previous 13F +16 shares

    0.58% of the 13F portfolio, value $3,302,233.

    13F-HR 0002013091-25-000004 filed by Creekmur Asset 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 ended2025-03-31
    13F 45,332 shares
    Change vs previous 13F -665 shares

    0.71% of the 13F portfolio, value $3,387,226.

    13F-HR 0002013091-25-000002 filed by Creekmur Asset 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 ended2024-12-31
    13F 45,997 shares
    Change vs previous 13F +167 shares

    0.74% of the 13F portfolio, value $3,219,807.

    13F-HR 0002013091-25-000001 filed by Creekmur Asset 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 ended2024-09-30
    13F 45,830 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $3,287,398.

    13F-HR 0002013091-24-000006 filed by Creekmur Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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