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Disclosery

LPWM LLC: SLYV position timeline

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

LPWM LLC held 101,312 SLYV shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 101,312 shares
    Change vs previous 13F +489 shares

    2.45% of the 13F portfolio, value $11,054,127.

    13F-HR 0001951757-26-001044 filed by LPWM 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 100,823 shares
    Change vs previous 13F -120 shares

    2.41% of the 13F portfolio, value $9,535,856.

    13F-HR 0001951757-26-000557 filed by LPWM 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 100,943 shares
    Change vs previous 13F +2,744 shares

    2.32% of the 13F portfolio, value $9,182,751.

    13F-HR 0001951757-26-000010 filed by LPWM 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 98,199 shares
    Change vs previous 13F +962 shares

    2.32% of the 13F portfolio, value $8,705,306.

    13F-HR 0001951757-25-001174 filed by LPWM 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 97,237 shares
    Change vs previous 13F +11,258 shares

    2.26% of the 13F portfolio, value $7,755,587.

    13F-HR 0001951757-25-000587 filed by LPWM 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 85,979 shares
    Change vs previous 13F +4,971 shares

    2.17% of the 13F portfolio, value $6,740,762.

    13F-HR 0001951757-25-000345 filed by LPWM 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 81,008 shares
    Change vs previous 13F +4,913 shares

    2.27% of the 13F portfolio, value $7,067,912.

    13F-HR 0001951757-25-000018 filed by LPWM 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 76,095 shares
    Change vs previous 13F not available

    2.1% of the 13F portfolio, value $6,417,856.

    13F-HR 0001951757-24-000983 filed by LPWM LLC
    Filed (acceptance time not in the bulk data set), ingested

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