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Disclosery

VANCE WEALTH, LLC: SLYG position timeline

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

VANCE WEALTH, LLC held 7,974 SLYG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,974 shares
    Change vs previous 13F -172 shares

    0.21% of the 13F portfolio, value $949,943.

    13F-HR 0001951757-26-001264 filed by VANCE 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 8,146 shares
    Change vs previous 13F -117 shares

    0.23% of the 13F portfolio, value $787,067.

    13F-HR 0001951757-26-000879 filed by VANCE 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/A 8,263 shares
    Change vs previous 13F -649 shares

    0.23% of the 13F portfolio, value $778,292.

    13F-HR/A 0001951757-26-000476 filed by VANCE 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 8,912 shares
    Change vs previous 13F -3 shares

    0.26% of the 13F portfolio, value $840,491.

    13F-HR 0001951757-25-001441 filed by VANCE 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 8,915 shares
    Change vs previous 13F -1,032 shares

    0.27% of the 13F portfolio, value $791,206.

    13F-HR 0001951757-25-001086 filed by VANCE 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 9,947 shares
    Change vs previous 13F +23 shares

    0.31% of the 13F portfolio, value $825,601.

    13F-HR 0001951757-25-000555 filed by VANCE 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 9,924 shares
    Change vs previous 13F -439 shares

    0.35% of the 13F portfolio, value $896,633.

    13F-HR 0001951757-25-000262 filed by VANCE 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 10,363 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $964,899.

    13F-HR 0001951757-24-001187 filed by VANCE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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