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Disclosery

Laurel Wealth Planning LLC: SPLV position timeline

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

Laurel Wealth Planning LLC held 20,064 SPLV shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,064 shares
    Change vs previous 13F -1,708 shares

    0.66% of the 13F portfolio, value $1,502,794.

    13F-HR 0002063364-26-000236 filed by Laurel Wealth Planning 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 21,772 shares
    Change vs previous 13F -1,514 shares

    0.84% of the 13F portfolio, value $1,592,405.

    13F-HR 0002063364-26-000114 filed by Laurel Wealth Planning 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 23,286 shares
    Change vs previous 13F -1,265 shares

    0.92% of the 13F portfolio, value $1,663,087.

    13F-HR 0002063364-26-000014 filed by Laurel Wealth Planning 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 24,551 shares
    Change vs previous 13F 0 shares

    0.95% of the 13F portfolio, value $1,804,008.

    13F-HR 0002063364-25-000232 filed by Laurel Wealth Planning 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 24,551 shares
    Change vs previous 13F -670 shares

    1.02% of the 13F portfolio, value $1,787,804.

    13F-HR 0002063364-25-000199 filed by Laurel Wealth Planning 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 25,221 shares
    Change vs previous 13F -708 shares

    1.25% of the 13F portfolio, value $1,884,514.

    13F-HR 0002063364-25-000031 filed by Laurel Wealth Planning 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 25,929 shares
    Change vs previous 13F 0 shares

    1.17% of the 13F portfolio, value $1,815,000.

    13F-HR 0001842010-25-000002 filed by Laurel Wealth Planning 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 25,929 shares
    Change vs previous 13F not available

    1.21% of the 13F portfolio, value $1,860,000.

    13F-HR 0001842010-24-000010 filed by Laurel Wealth Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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