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Disclosery

Partners in Financial Planning: SLYV position timeline

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

Partners in Financial Planning held 31,729 SLYV shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,729 shares
    Change vs previous 13F +8 shares

    0.52% of the 13F portfolio, value $3,461,937.

    13F-HR 0002054264-26-000004 filed by Partners in Financial Planning
    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 31,721 shares
    Change vs previous 13F +332 shares

    0.5% of the 13F portfolio, value $3,000,140.

    13F-HR 0002054264-26-000002 filed by Partners in Financial Planning
    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 31,389 shares
    Change vs previous 13F +140 shares

    0.48% of the 13F portfolio, value $2,855,424.

    13F-HR 0002054264-26-000001 filed by Partners in Financial Planning
    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 31,249 shares
    Change vs previous 13F +113 shares

    0.48% of the 13F portfolio, value $2,770,199.

    13F-HR 0002054264-25-000023 filed by Partners in Financial Planning
    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 31,136 shares
    Change vs previous 13F +5,063 shares

    0.46% of the 13F portfolio, value $2,483,412.

    13F-HR 0002054264-25-000021 filed by Partners in Financial Planning
    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 26,073 shares
    Change vs previous 13F +529 shares

    0.41% of the 13F portfolio, value $2,044,154.

    13F-HR 0002054264-25-000011 filed by Partners in Financial Planning
    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 25,544 shares
    Change vs previous 13F +659 shares

    0.45% of the 13F portfolio, value $2,228,754.

    13F-HR 0002054264-25-000002 filed by Partners in Financial Planning
    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 24,885 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $2,160,518.

    13F-HR 0002054264-25-000003 filed by Partners in Financial Planning
    Filed (acceptance time not in the bulk data set), ingested

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