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Selby Wealth Management, LLC: SPLV position timeline

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

Selby Wealth Management, LLC held 29,827 SPLV shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,827 shares
    Change vs previous 13F -1,336 shares

    0.79% of the 13F portfolio, value $2,234,028.

    13F-HR 0001951757-26-000947 filed by Selby Wealth Management, 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 31,163 shares
    Change vs previous 13F -1,969 shares

    0.9% of the 13F portfolio, value $2,279,249.

    13F-HR 0001951757-26-000550 filed by Selby Wealth Management, 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 33,132 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $2,366,315.

    13F-HR 0001951757-26-000425 filed by Selby Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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