LIBERTY ONE INVESTMENT MANAGEMENT, LLC: SPLV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LIBERTY ONE INVESTMENT MANAGEMENT, LLC on SPLV, newest first. How the timeline and the estimate are built.
LIBERTY ONE INVESTMENT MANAGEMENT, LLC held 1,786 SPLV shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 1,786 sharesChange vs previous 13F -26,645 shares
0.01% of the 13F portfolio, value $133,797.
13F-HR 0001398344-26-014315 filed by LIBERTY ONE INVESTMENT MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 28,431 sharesChange vs previous 13F +2,138 shares
0.21% of the 13F portfolio, value $2,079,476.
13F-HR 0001398344-26-009114 filed by LIBERTY ONE INVESTMENT MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 26,293 sharesChange vs previous 13F -7,177 shares
0.24% of the 13F portfolio, value $1,877,870.
13F-HR 0001398344-26-003153 filed by LIBERTY ONE INVESTMENT MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 33,470 sharesChange vs previous 13F -552 shares
0.14% of the 13F portfolio, value $2,459,399.
13F-HR 0001398344-25-019816 filed by LIBERTY ONE INVESTMENT MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 34,022 sharesChange vs previous 13F -865 shares
0.25% of the 13F portfolio, value $2,477,487.
13F-HR 0001398344-25-014121 filed by LIBERTY ONE INVESTMENT MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 34,887 sharesChange vs previous 13F -671 shares
0.26% of the 13F portfolio, value $2,606,779.
13F-HR 0001398344-25-008075 filed by LIBERTY ONE INVESTMENT MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 35,558 sharesChange vs previous 13F +415 shares
0.27% of the 13F portfolio, value $2,489,074.
13F-HR 0001398344-25-000713 filed by LIBERTY ONE INVESTMENT MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 35,143 sharesChange vs previous 13F not available
0.26% of the 13F portfolio, value $2,520,781.
13F-HR 0001398344-24-019709 filed by LIBERTY ONE INVESTMENT MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).