SVB WEALTH LLC: NOW position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SVB WEALTH LLC on NOW, newest first. How the timeline and the estimate are built.
SVB WEALTH LLC held 2,618 NOW shares at 2026-06-30 per its 13F-HR filed 2026-07-17.
the latest 13F is the newest step
- period ended2026-06-3013F 2,618 sharesChange vs previous 13F +278 shares
0.02% of the 13F portfolio, value $259,915.
13F-HR 0001626116-26-000003 filed by SVB WEALTH LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,340 sharesChange vs previous 13F -185 shares
0.02% of the 13F portfolio, value $244,646.
13F-HR 0001626116-26-000002 filed by SVB WEALTH LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,525 sharesChange vs previous 13F +1,975 shares
0.02% of the 13F portfolio, value $386,805.
13F-HR 0001626116-26-000001 filed by SVB WEALTH LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 550 sharesChange vs previous 13F -158 shares
0.03% of the 13F portfolio, value $506,154.
13F-HR 0001626116-25-000005 filed by SVB WEALTH LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 708 sharesChange vs previous 13F -375 shares
0.04% of the 13F portfolio, value $727,880.
13F-HR 0001626116-25-000004 filed by SVB WEALTH LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,083 sharesChange vs previous 13F -494 shares
0.04% of the 13F portfolio, value $862,351.
13F-HR 0001626116-25-000003 filed by SVB WEALTH LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,577 sharesChange vs previous 13F +1,577 shares
0.03% of the 13F portfolio, value $1,671,810.
13F-HR 0001626116-25-000001 filed by SVB WEALTH LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 0 sharesChange vs previous 13F not available
13F-HR 0001626116-24-000008 filed by SVB WEALTH LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.