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Disclosery

MONEYWISE, INC.: SPLV position timeline

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

MONEYWISE, INC. held 10,838 SPLV shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,838 shares
    Change vs previous 13F -20 shares

    0.3% of the 13F portfolio, value $811,776.

    13F-HR 0001754960-26-000568 filed by MONEYWISE, INC.
    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 10,858 shares
    Change vs previous 13F -332 shares

    0.35% of the 13F portfolio, value $794,150.

    13F-HR 0001754960-26-000329 filed by MONEYWISE, INC.
    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 11,190 shares
    Change vs previous 13F -1,373 shares

    0.33% of the 13F portfolio, value $799,218.

    13F-HR 0001754960-26-000157 filed by MONEYWISE, INC.
    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 12,563 shares
    Change vs previous 13F -836 shares

    0.42% of the 13F portfolio, value $923,109.

    13F-HR 0001754960-25-000709 filed by MONEYWISE, INC.
    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 13,399 shares
    Change vs previous 13F -2,951 shares

    0.46% of the 13F portfolio, value $975,743.

    13F-HR 0001754960-25-000398 filed by MONEYWISE, INC.
    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 16,350 shares
    Change vs previous 13F +26 shares

    0.65% of the 13F portfolio, value $1,221,646.

    13F-HR 0001754960-25-000237 filed by MONEYWISE, INC.
    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 16,324 shares
    Change vs previous 13F -812 shares

    0.57% of the 13F portfolio, value $1,142,705.

    13F-HR 0001754960-25-000070 filed by MONEYWISE, INC.
    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 17,136 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $1,229,189.

    13F-HR 0001754960-24-000522 filed by MONEYWISE, INC.
    Filed (acceptance time not in the bulk data set), ingested

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