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Disclosery

SVB WEALTH LLC: DFIS position timeline

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

SVB WEALTH LLC held 383,364 DFIS shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 383,364 shares
    Change vs previous 13F +21,528 shares

    0.85% of the 13F portfolio, value $13,429,246.

    13F-HR 0001626116-26-000003 filed by SVB WEALTH 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 361,836 shares
    Change vs previous 13F +14,530 shares

    0.8% of the 13F portfolio, value $12,183,016.

    13F-HR 0001626116-26-000002 filed by SVB WEALTH 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 347,306 shares
    Change vs previous 13F +133,234 shares

    0.67% of the 13F portfolio, value $11,440,264.

    13F-HR 0001626116-26-000001 filed by SVB WEALTH 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 214,072 shares
    Change vs previous 13F +32,294 shares

    0.36% of the 13F portfolio, value $6,771,082.

    13F-HR 0001626116-25-000005 filed by SVB WEALTH 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 181,778 shares
    Change vs previous 13F -61,728 shares

    0.29% of the 13F portfolio, value $5,424,247.

    13F-HR 0001626116-25-000004 filed by SVB WEALTH 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 243,506 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $6,292,203.

    13F-HR 0001626116-25-000003 filed by SVB WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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