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Monterey Private Wealth, Inc.: SPLV position timeline

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

Monterey Private Wealth, Inc. held 17,263 SPLV shares at 2025-03-31 per its 13F-HR filed 2025-05-14.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 17,263 shares
    Change vs previous 13F -373 shares

    0.38% of the 13F portfolio, value $1,289,921.

    13F-HR 0001839826-25-000003 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 17,636 shares
    Change vs previous 13F -227 shares

    0.41% of the 13F portfolio, value $1,234,513.

    13F-HR 0001839826-25-000001 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 17,863 shares
    Change vs previous 13F +12 shares

    0.44% of the 13F portfolio, value $1,281,287.

    13F-HR 0001839826-24-000006 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 17,851 shares
    Change vs previous 13F -58 shares

    0.43% of the 13F portfolio, value $1,159,443.

    13F-HR 0001839826-24-000004 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 17,909 shares
    Change vs previous 13F -107 shares

    0.47% of the 13F portfolio, value $1,179,685.

    13F-HR 0001839826-24-000003 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 18,016 shares
    Change vs previous 13F -705 shares

    0.51% of the 13F portfolio, value $1,128,872.

    13F-HR 0001839826-24-000001 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 18,721 shares
    Change vs previous 13F -2,162 shares

    0.55% of the 13F portfolio, value $1,100,600.

    13F-HR 0001839826-23-000005 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 20,883 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $1,311,631.

    13F-HR 0001839826-23-000004 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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