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MOTIVE WEALTH ADVISORS: SLYV position timeline

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

MOTIVE WEALTH ADVISORS held 13,666 SLYV 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 13,666 shares
    Change vs previous 13F +246 shares

    0.61% of the 13F portfolio, value $1,491,106.

    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 13,420 shares
    Change vs previous 13F -2,080 shares

    0.6% of the 13F portfolio, value $1,269,286.

    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 15,500 shares
    Change vs previous 13F -42 shares

    0.6% of the 13F portfolio, value $1,410,057.

    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 15,542 shares
    Change vs previous 13F +577 shares

    0.59% of the 13F portfolio, value $1,377,819.

    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 14,965 shares
    Change vs previous 13F +3,748 shares

    0.54% of the 13F portfolio, value $1,193,627.

    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 11,217 shares
    Change vs previous 13F +73 shares

    0.47% of the 13F portfolio, value $879,431.

    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 11,144 shares
    Change vs previous 13F +1,296 shares

    0.52% of the 13F portfolio, value $972,335.

    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 9,848 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $771,216.

    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).