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PFG Advisors: SPLV position timeline

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

PFG Advisors held 25,907 SPLV shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,907 shares
    Change vs previous 13F -176,347 shares

    0.1% of the 13F portfolio, value $1,940,458.

    13F-HR 0001694435-26-000003 filed by PFG 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 202,254 shares
    Change vs previous 13F +180,042 shares

    0.72% of the 13F portfolio, value $14,792,833.

    13F-HR 0001694435-26-000002 filed by PFG 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 22,212 shares
    Change vs previous 13F -29,412 shares

    0.08% of the 13F portfolio, value $1,586,389.

    13F-HR 0001694435-26-000001 filed by PFG 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 51,624 shares
    Change vs previous 13F -106,225 shares

    0.16% of the 13F portfolio, value $3,793,331.

    13F-HR 0001694435-25-000003 filed by PFG 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 157,849 shares
    Change vs previous 13F +11,510 shares

    0.53% of the 13F portfolio, value $11,494,565.

    13F-HR 0001085146-25-004663 filed by PFG 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 146,339 shares
    Change vs previous 13F +96,276 shares

    0.61% of the 13F portfolio, value $10,934,460.

    13F-HR 0001085146-25-002613 filed by PFG 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 50,063 shares
    Change vs previous 13F -102,530 shares

    0.21% of the 13F portfolio, value $3,504,413.

    13F-HR 0001085146-25-000915 filed by PFG 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 152,593 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $10,945,526.

    13F-HR 0001085146-24-004903 filed by PFG Advisors
    Filed (acceptance time not in the bulk data set), ingested

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