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Disclosery

Evensky & Katz LLC: SLYV position timeline

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

Evensky & Katz LLC held 254,349 SLYV shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 254,349 shares
    Change vs previous 13F -12,356 shares

    1.43% of the 13F portfolio, value $27,752,000.

    13F-HR 0001357867-26-000008 filed by Evensky & Katz 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 266,705 shares
    Change vs previous 13F -11,775 shares

    1.43% of the 13F portfolio, value $25,225,000.

    13F-HR 0001357867-26-000006 filed by Evensky & Katz 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 278,480 shares
    Change vs previous 13F -651 shares

    1.43% of the 13F portfolio, value $25,333,000.

    13F-HR 0001357867-26-000003 filed by Evensky & Katz 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 279,131 shares
    Change vs previous 13F -10,642 shares

    1.44% of the 13F portfolio, value $24,745,000.

    13F-HR 0001357867-25-000011 filed by Evensky & Katz LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 289,773 shares
    Change vs previous 13F -10,205 shares

    1.41% of the 13F portfolio, value $23,112,000.

    13F-HR 0001357867-25-000005 filed by Evensky & Katz LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 299,978 shares
    Change vs previous 13F -2,833 shares

    1.58% of the 13F portfolio, value $23,518,000.

    13F-HR 0001357867-25-000004 filed by Evensky & Katz LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 302,811 shares
    Change vs previous 13F -7,997 shares

    1.73% of the 13F portfolio, value $26,420,000.

    13F-HR 0001357867-25-000003 filed by Evensky & Katz LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 310,808 shares
    Change vs previous 13F not available

    1.76% of the 13F portfolio, value $26,984,000.

    13F-HR 0001357867-24-000006 filed by Evensky & Katz LLC
    Filed (acceptance time not in the bulk data set), ingested

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