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SVB WEALTH LLC: NI position timeline

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

SVB WEALTH LLC held 14,452 NI 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 14,452 shares
    Change vs previous 13F -1,366 shares

    0.04% of the 13F portfolio, value $687,178.

    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 15,818 shares
    Change vs previous 13F -6,552 shares

    0.05% of the 13F portfolio, value $738,054.

    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 22,370 shares
    Change vs previous 13F -43,049 shares

    0.06% of the 13F portfolio, value $934,161.

    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 65,419 shares
    Change vs previous 13F -17,154 shares

    0.15% of the 13F portfolio, value $2,832,631.

    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 82,573 shares
    Change vs previous 13F +7,468 shares

    0.18% of the 13F portfolio, value $3,330,982.

    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 75,105 shares
    Change vs previous 13F +57,705 shares

    0.12% of the 13F portfolio, value $3,010,929.

    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 17,400 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $639,640.

    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).