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Disclosery

Marks Wealth, LLC: SPLV position timeline

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

Marks Wealth, LLC held 0 SPLV shares at 2025-06-30 per its 13F-HR filed 2025-07-18.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -180,830 shares

    13F-HR 0001667731-25-000881 filed by Marks Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 180,830 shares
    Change vs previous 13F +172,639 shares

    4.96% of the 13F portfolio, value $13,511,618.

    13F-HR 0001667731-25-000550 filed by Marks Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 8,191 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $573,370.

    13F-HR 0001667731-25-000043 filed by Marks Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 8,191 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $587,540.

    13F-HR 0001838660-24-000005 filed by Marks Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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