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Disclosery

Portfolio Strategies, Inc.: SLVP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Portfolio Strategies, Inc. on SLVP, newest first. How the timeline and the estimate are built.

Portfolio Strategies, Inc. held 21,790 SLVP 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 21,790 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $671,786.

    13F-HR 0001765380-26-000323 filed by Portfolio Strategies, Inc.
    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 21,790 shares
    Change vs previous 13F +4,247 shares

    0.1% of the 13F portfolio, value $772,673.

    13F-HR 0001765380-26-000150 filed by Portfolio Strategies, Inc.
    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 17,543 shares
    Change vs previous 13F -800 shares

    0.07% of the 13F portfolio, value $601,199.

    13F-HR 0001765380-26-000041 filed by Portfolio Strategies, Inc.
    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 18,343 shares
    Change vs previous 13F +7,848 shares

    0.06% of the 13F portfolio, value $502,048.

    13F-HR 0001765380-25-000433 filed by Portfolio Strategies, Inc.
    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 10,495 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $186,916.

    13F-HR 0001765380-25-000252 filed by Portfolio Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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