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Disclosery

SVB WEALTH LLC: JVAL position timeline

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

SVB WEALTH LLC held 15,915 JVAL 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 15,915 shares
    Change vs previous 13F -3,182 shares

    0.06% of the 13F portfolio, value $933,231.

    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 19,097 shares
    Change vs previous 13F -1,922 shares

    0.06% of the 13F portfolio, value $933,058.

    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 21,019 shares
    Change vs previous 13F -10,146 shares

    0.06% of the 13F portfolio, value $1,031,612.

    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 31,165 shares
    Change vs previous 13F -2,405 shares

    0.08% of the 13F portfolio, value $1,480,350.

    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 33,570 shares
    Change vs previous 13F -14,946 shares

    0.08% of the 13F portfolio, value $1,484,789.

    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 48,516 shares
    Change vs previous 13F -41,576 shares

    0.08% of the 13F portfolio, value $2,009,529.

    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).

  7. period ended2024-12-31
    13F 90,092 shares
    Change vs previous 13F +84,681 shares

    0.07% of the 13F portfolio, value $3,891,960.

    13F-HR 0001626116-25-000001 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).

  8. period ended2024-09-30
    13F 5,411 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $235,757.

    13F-HR 0001626116-24-000008 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).