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Dean, Jacobson Financial Services, LLC: SLYV position timeline

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

Dean, Jacobson Financial Services, LLC held 288,425 SLYV shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 288,425 shares
    Change vs previous 13F -2,280 shares

    17.32% of the 13F portfolio, value $31,470,068.

    13F-HR 0001869456-26-000004 filed by Dean, Jacobson Financial Services, 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 290,705 shares
    Change vs previous 13F +5,634 shares

    16.89% of the 13F portfolio, value $27,494,933.

    13F-HR 0001869456-26-000002 filed by Dean, Jacobson Financial Services, 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 285,071 shares
    Change vs previous 13F +8,298 shares

    16.45% of the 13F portfolio, value $25,932,958.

    13F-HR 0001869456-26-000001 filed by Dean, Jacobson Financial Services, 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 276,773 shares
    Change vs previous 13F +276,773 shares

    17.83% of the 13F portfolio, value $24,535,968.

    13F-HR 0001869456-25-000006 filed by Dean, Jacobson Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -293,584 shares

    13F-HR 0001085146-25-002378 filed by Dean, Jacobson Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  6. period ended2024-12-31
    13F 293,584 shares
    Change vs previous 13F +7,007 shares

    19.56% of the 13F portfolio, value $25,615,259.

    13F-HR 0001085146-25-000417 filed by Dean, Jacobson Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 286,577 shares
    Change vs previous 13F not available

    18.67% of the 13F portfolio, value $24,880,652.

    13F-HR 0001085146-24-005138 filed by Dean, Jacobson Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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