Skip to content
Disclosery

Rodgers & Associates, LTD: SLYV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Rodgers & Associates, LTD on SLYV, newest first. How the timeline and the estimate are built.

Rodgers & Associates, LTD held 322,641 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 322,641 shares
    Change vs previous 13F -1,263 shares

    3.2% of the 13F portfolio, value $35,203,348.

    13F-HR 0001172661-26-002709 filed by Rodgers & Associates, LTD
    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 323,904 shares
    Change vs previous 13F -9,935 shares

    3.12% of the 13F portfolio, value $30,634,829.

    13F-HR 0001172661-26-001592 filed by Rodgers & Associates, LTD
    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 333,839 shares
    Change vs previous 13F -105 shares

    3.08% of the 13F portfolio, value $30,369,377.

    13F-HR 0001172661-26-000265 filed by Rodgers & Associates, LTD
    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 333,944 shares
    Change vs previous 13F -2,571 shares

    3.05% of the 13F portfolio, value $29,604,174.

    13F-HR 0001172661-25-004586 filed by Rodgers & Associates, LTD
    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 336,515 shares
    Change vs previous 13F +30,404 shares

    2.95% of the 13F portfolio, value $26,840,468.

    13F-HR 0001172661-25-002755 filed by Rodgers & Associates, LTD
    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 306,111 shares
    Change vs previous 13F +7,449 shares

    2.93% of the 13F portfolio, value $23,999,098.

    13F-HR 0001172661-25-001534 filed by Rodgers & Associates, LTD
    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 298,662 shares
    Change vs previous 13F -2,333 shares

    3.11% of the 13F portfolio, value $26,058,232.

    13F-HR 0001172661-25-000271 filed by Rodgers & Associates, LTD
    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 300,995 shares
    Change vs previous 13F not available

    3.12% of the 13F portfolio, value $26,132,412.

    13F-HR 0001172661-24-004313 filed by Rodgers & Associates, LTD
    Filed (acceptance time not in the bulk data set), ingested

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