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Disclosery

Financial Advisory Group: SLYV position timeline

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

Financial Advisory Group held 219,943 SLYV shares at 2024-03-31 per its 13F-HR filed 2024-05-10.

the latest 13F is the newest step

  1. period ended2024-03-31
    13F 219,943 shares
    Change vs previous 13F +13,378 shares

    3.22% of the 13F portfolio, value $18,248,705.

    13F-HR 0001539338-24-000004 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2023-12-31
    13F 206,565 shares
    Change vs previous 13F +1,488 shares

    3.26% of the 13F portfolio, value $17,208,963.

    13F-HR 0001539338-24-000002 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-09-30
    13F 205,077 shares
    Change vs previous 13F -1,465 shares

    3.06% of the 13F portfolio, value $14,841,452.

    13F-HR 0001539338-23-000009 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-06-30
    13F 206,542 shares
    Change vs previous 13F -869 shares

    3.15% of the 13F portfolio, value $15,942,964.

    13F-HR 0001539338-23-000006 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-03-31
    13F 207,411 shares
    Change vs previous 13F -5,271 shares

    3.19% of the 13F portfolio, value $15,800,546.

    13F-HR 0001539338-23-000005 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2022-12-31
    13F 212,682 shares
    Change vs previous 13F +147 shares

    3.35% of the 13F portfolio, value $15,785,000.

    13F-HR 0001539338-23-000001 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-09-30
    13F 212,535 shares
    Change vs previous 13F +1,892 shares

    3.22% of the 13F portfolio, value $14,270,000.

    13F-HR 0001539338-22-000005 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-06-30
    13F 210,643 shares
    Change vs previous 13F not available

    3.24% of the 13F portfolio, value $15,253,000.

    13F-HR 0001539338-22-000004 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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