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MOTIVE WEALTH ADVISORS: SLYG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MOTIVE WEALTH ADVISORS on SLYG, newest first. How the timeline and the estimate are built.

MOTIVE WEALTH ADVISORS held 12,774 SLYG 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 12,774 shares
    Change vs previous 13F +388 shares

    0.63% of the 13F portfolio, value $1,521,817.

    13F-HR 0001754960-26-000562 filed by MOTIVE WEALTH ADVISORS
    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 12,386 shares
    Change vs previous 13F -1,769 shares

    0.56% of the 13F portfolio, value $1,196,745.

    13F-HR 0001754960-26-000259 filed by MOTIVE WEALTH ADVISORS
    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 14,155 shares
    Change vs previous 13F -3 shares

    0.57% of the 13F portfolio, value $1,333,269.

    13F-HR 0001754960-26-000068 filed by MOTIVE WEALTH ADVISORS
    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 14,158 shares
    Change vs previous 13F +404 shares

    0.58% of the 13F portfolio, value $1,335,250.

    13F-HR 0001754960-25-000693 filed by MOTIVE WEALTH ADVISORS
    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 13,754 shares
    Change vs previous 13F +3,214 shares

    0.56% of the 13F portfolio, value $1,220,676.

    13F-HR 0001754960-25-000400 filed by MOTIVE WEALTH ADVISORS
    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 10,540 shares
    Change vs previous 13F +79 shares

    0.47% of the 13F portfolio, value $874,828.

    13F-HR 0001754960-25-000208 filed by MOTIVE WEALTH ADVISORS
    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 10,461 shares
    Change vs previous 13F +1,091 shares

    0.51% of the 13F portfolio, value $945,160.

    13F-HR 0001754960-25-000046 filed by MOTIVE WEALTH ADVISORS
    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 9,370 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $804,517.

    13F-HR 0001754960-24-000502 filed by MOTIVE WEALTH ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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