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Siligmueller & Norvid Wealth Advisors LLC: ISEP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Siligmueller & Norvid Wealth Advisors LLC on ISEP, newest first. How the timeline and the estimate are built.

Siligmueller & Norvid Wealth Advisors LLC held 0 ISEP shares at 2025-09-30 per its 13F-HR filed 2025-11-10.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -26,168 shares

    13F-HR 0001754960-25-000760 filed by Siligmueller & Norvid Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-06-30
    13F 26,168 shares
    Change vs previous 13F -2 shares

    0.31% of the 13F portfolio, value $798,708.

    13F-HR 0001754960-25-000460 filed by Siligmueller & Norvid Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 26,170 shares
    Change vs previous 13F -5,684 shares

    0.32% of the 13F portfolio, value $752,639.

    13F-HR 0001754960-25-000220 filed by Siligmueller & Norvid Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 31,854 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $877,747.

    13F-HR 0001754960-25-000095 filed by Siligmueller & Norvid Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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