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Dominguez Wealth Management Solutions, Inc.: SPLV position timeline

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

Dominguez Wealth Management Solutions, Inc. held 174,543 SPLV shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 174,543 shares
    Change vs previous 13F +4,116 shares

    6.81% of the 13F portfolio, value $12,307,021.

    13F-HR 0001881335-26-000005 filed by Dominguez Wealth Management Solutions, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 170,427 shares
    Change vs previous 13F +1,172 shares

    7.03% of the 13F portfolio, value $12,764,973.

    13F-HR 0001881335-26-000003 filed by Dominguez Wealth Management Solutions, Inc.
    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 169,255 shares
    Change vs previous 13F +14,512 shares

    7.5% of the 13F portfolio, value $12,379,345.

    13F-HR 0001881335-26-000002 filed by Dominguez Wealth Management Solutions, Inc.
    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 154,743 shares
    Change vs previous 13F +8,830 shares

    6.76% of the 13F portfolio, value $11,051,737.

    13F-HR 0001881335-26-000001 filed by Dominguez Wealth Management Solutions, Inc.
    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 145,913 shares
    Change vs previous 13F +10,080 shares

    6.79% of the 13F portfolio, value $10,721,698.

    13F-HR 0001881335-25-000007 filed by Dominguez Wealth Management Solutions, Inc.
    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 135,833 shares
    Change vs previous 13F +7,866 shares

    6.86% of the 13F portfolio, value $9,891,329.

    13F-HR 0001881335-25-000005 filed by Dominguez Wealth Management Solutions, Inc.
    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 127,967 shares
    Change vs previous 13F +5,628 shares

    7.01% of the 13F portfolio, value $9,561,659.

    13F-HR 0001881335-25-000004 filed by Dominguez Wealth Management Solutions, Inc.
    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 122,339 shares
    Change vs previous 13F not available

    6.25% of the 13F portfolio, value $8,563,726.

    13F-HR 0001881335-25-000001 filed by Dominguez Wealth Management Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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