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Disclosery

Schaeffer Financial LLC: SPLV position timeline

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

Schaeffer Financial LLC held 35,733 SPLV shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,733 shares
    Change vs previous 13F -731 shares

    2.07% of the 13F portfolio, value $2,676,439.

    13F-HR 0001705819-26-000049 filed by Schaeffer Financial 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 36,464 shares
    Change vs previous 13F +68 shares

    2.24% of the 13F portfolio, value $2,666,942.

    13F-HR 0001705819-26-000031 filed by Schaeffer Financial 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 36,396 shares
    Change vs previous 13F +72 shares

    2.27% of the 13F portfolio, value $2,599,424.

    13F-HR 0001705819-26-000018 filed by Schaeffer Financial 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 36,324 shares
    Change vs previous 13F +53 shares

    2.42% of the 13F portfolio, value $2,669,076.

    13F-HR 0001705819-25-000073 filed by Schaeffer Financial 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 36,271 shares
    Change vs previous 13F +65 shares

    2.58% of the 13F portfolio, value $2,641,258.

    13F-HR 0001705819-25-000047 filed by Schaeffer Financial 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 36,206 shares
    Change vs previous 13F -383 shares

    2.99% of the 13F portfolio, value $2,705,312.

    13F-HR 0001705819-25-000034 filed by Schaeffer Financial 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 36,589 shares
    Change vs previous 13F -625 shares

    2.55% of the 13F portfolio, value $2,561,230.

    13F-HR 0001705819-25-000014 filed by Schaeffer Financial 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 37,214 shares
    Change vs previous 13F not available

    2.71% of the 13F portfolio, value $2,669,328.

    13F-HR 0001705819-24-000060 filed by Schaeffer Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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