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Disclosery

Keel Point, LLC: SOVF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Keel Point, LLC on SOVF, newest first. How the timeline and the estimate are built.

Keel Point, LLC held 38,646 SOVF shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,646 shares
    Change vs previous 13F -24,963 shares

    0.07% of the 13F portfolio, value $1,148,386.

    13F-HR 0001386935-26-000003 filed by Keel Point, 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 63,609 shares
    Change vs previous 13F +3,122 shares

    0.11% of the 13F portfolio, value $1,705,353.

    13F-HR 0001386935-26-000002 filed by Keel Point, 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 60,487 shares
    Change vs previous 13F +94 shares

    0.11% of the 13F portfolio, value $1,765,012.

    13F-HR 0001386935-26-000001 filed by Keel Point, 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 60,393 shares
    Change vs previous 13F -1,432 shares

    0.11% of the 13F portfolio, value $1,828,929.

    13F-HR 0001386935-25-000007 filed by Keel Point, 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 61,825 shares
    Change vs previous 13F +12,817 shares

    0.12% of the 13F portfolio, value $1,864,645.

    13F-HR 0001386935-25-000004 filed by Keel Point, 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 49,008 shares
    Change vs previous 13F -28,866 shares

    0.11% of the 13F portfolio, value $1,456,072.

    13F-HR 0001386935-25-000002 filed by Keel Point, 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 77,874 shares
    Change vs previous 13F +13,891 shares

    0.19% of the 13F portfolio, value $2,394,628.

    13F-HR 0001386935-25-000001 filed by Keel Point, 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 63,983 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,941,799.

    13F-HR 0001386935-24-000007 filed by Keel Point, LLC
    Filed (acceptance time not in the bulk data set), ingested

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