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Disclosery

NorthRock Partners, LLC: SLYV position timeline

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

NorthRock Partners, LLC held 834,093 SLYV shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 834,093 shares
    Change vs previous 13F +36,181 shares

    1.32% of the 13F portfolio, value $91,007,836.

    13F-HR 0001172661-26-003263 filed by NorthRock Partners, LLC
    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 797,912 shares
    Change vs previous 13F +16,239 shares

    1.22% of the 13F portfolio, value $75,466,605.

    13F-HR 0001172661-26-002224 filed by NorthRock Partners, LLC
    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 781,673 shares
    Change vs previous 13F -6,526 shares

    1.2% of the 13F portfolio, value $71,108,825.

    13F-HR 0001172661-26-001063 filed by NorthRock Partners, LLC
    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 788,199 shares
    Change vs previous 13F -535 shares

    1.26% of the 13F portfolio, value $69,873,807.

    13F-HR 0001172661-25-004787 filed by NorthRock Partners, LLC
    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/A 788,734 shares
    Change vs previous 13F +36,911 shares

    1.64% of the 13F portfolio, value $62,909,639.

    13F-HR/A 0001172661-25-004912 filed by NorthRock Partners, LLC
    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 751,823 shares
    Change vs previous 13F +12,438 shares

    1.98% of the 13F portfolio, value $58,942,729.

    13F-HR 0001398344-25-008966 filed by NorthRock Partners, LLC
    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/A 739,385 shares
    Change vs previous 13F +9,866 shares

    2.1% of the 13F portfolio, value $64,511,348.

    13F-HR/A 0001398344-25-007448 filed by NorthRock Partners, LLC
    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/A 729,519 shares
    Change vs previous 13F not available

    2.09% of the 13F portfolio, value $63,336,328.

    13F-HR/A 0001398344-25-007446 filed by NorthRock Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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