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Disclosery

Sensible Money, LLC: SLYV position timeline

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

Sensible Money, LLC held 19,795 SLYV shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,795 shares
    Change vs previous 13F -66 shares

    0.57% of the 13F portfolio, value $2,159,859.

    13F-HR 0001965229-26-000004 filed by Sensible Money, 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 19,861 shares
    Change vs previous 13F -150 shares

    0.57% of the 13F portfolio, value $1,878,492.

    13F-HR 0001965229-26-000002 filed by Sensible Money, 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 20,011 shares
    Change vs previous 13F -475 shares

    0.58% of the 13F portfolio, value $1,820,373.

    13F-HR 0001965229-26-000001 filed by Sensible Money, 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 20,486 shares
    Change vs previous 13F -18 shares

    0.62% of the 13F portfolio, value $1,816,098.

    13F-HR 0001965229-25-000002 filed by Sensible Money, 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 20,504 shares
    Change vs previous 13F -32 shares

    0.62% of the 13F portfolio, value $1,635,366.

    13F-HR 0001085146-25-004508 filed by Sensible Money, 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 20,536 shares
    Change vs previous 13F -57 shares

    0.69% of the 13F portfolio, value $1,610,014.

    13F-HR 0001085146-25-003050 filed by Sensible Money, 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 20,593 shares
    Change vs previous 13F -165 shares

    0.79% of the 13F portfolio, value $1,796,775.

    13F-HR 0001085146-25-000576 filed by Sensible Money, 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 20,758 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $1,802,218.

    13F-HR 0001085146-24-004957 filed by Sensible Money, LLC
    Filed (acceptance time not in the bulk data set), ingested

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