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Disclosery

Equity Wealth Partners, LLC: SPLV position timeline

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

Equity Wealth Partners, LLC held 3,513 SPLV 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 3,513 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $263,105.

    13F-HR 0002097037-26-000009 filed by Equity Wealth Partners, 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 3,513 shares
    Change vs previous 13F -211 shares

    0.17% of the 13F portfolio, value $256,918.

    13F-HR 0002097037-26-000004 filed by Equity Wealth Partners, 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 3,724 shares
    Change vs previous 13F -234 shares

    0.17% of the 13F portfolio, value $265,981.

    13F-HR 0002097037-26-000002 filed by Equity Wealth Partners, 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 3,958 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $290,827.

    13F-HR 0002097037-25-000003 filed by Equity Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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