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Disclosery

Strategic Equity Management: SPLV position timeline

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

Strategic Equity Management held 0 SPLV shares at 2025-12-31 per its 13F-HR filed 2026-02-09.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -3,387 shares

    13F-HR 0001843578-26-000001 filed by Strategic Equity Management
    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 ended2025-09-30
    13F 3,387 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $248,877.

    13F-HR 0001843578-25-000008 filed by Strategic Equity Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 3,387 shares
    Change vs previous 13F -1,937 shares

    0.09% of the 13F portfolio, value $246,641.

    13F-HR 0001843578-25-000006 filed by Strategic Equity Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 5,324 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $397,809.

    13F-HR 0001843578-25-000003 filed by Strategic Equity Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 5,324 shares
    Change vs previous 13F +45 shares

    0.16% of the 13F portfolio, value $372,680.

    13F-HR 0001843578-25-000002 filed by Strategic Equity Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 5,279 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $378,663.

    13F-HR 0001843578-24-000006 filed by Strategic Equity Management
    Filed (acceptance time not in the bulk data set), ingested

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