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Disclosery

FINANCIAL LIFE ADVISORS: SPLV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FINANCIAL LIFE ADVISORS on SPLV, newest first. How the timeline and the estimate are built.

FINANCIAL LIFE ADVISORS held 19,031 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 19,031 shares
    Change vs previous 13F +557 shares

    0.41% of the 13F portfolio, value $1,425,422.

    13F-HR 0001730813-26-000004 filed by FINANCIAL LIFE ADVISORS
    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 18,474 shares
    Change vs previous 13F +824 shares

    0.42% of the 13F portfolio, value $1,351,188.

    13F-HR 0001730813-26-000003 filed by FINANCIAL LIFE ADVISORS
    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 17,650 shares
    Change vs previous 13F +977 shares

    0.39% of the 13F portfolio, value $1,260,563.

    13F-HR 0001730813-26-000002 filed by FINANCIAL LIFE ADVISORS
    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 16,673 shares
    Change vs previous 13F +570 shares

    0.39% of the 13F portfolio, value $1,225,132.

    13F-HR 0001730813-25-000006 filed by FINANCIAL LIFE ADVISORS
    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 16,103 shares
    Change vs previous 13F +5,096 shares

    0.4% of the 13F portfolio, value $1,172,620.

    13F-HR 0001730813-25-000005 filed by FINANCIAL LIFE ADVISORS
    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 11,007 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $822,443.

    13F-HR 0001730813-25-000004 filed by FINANCIAL LIFE ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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