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WALLER FINANCIAL PLANNING GROUP, INC: SLYG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WALLER FINANCIAL PLANNING GROUP, INC on SLYG, newest first. How the timeline and the estimate are built.

WALLER FINANCIAL PLANNING GROUP, INC held 21,559 SLYG shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 21,559 shares
    Change vs previous 13F -67 shares

    0.47% of the 13F portfolio, value $2,306,166.

    13F-HR 0001214659-26-012630 filed by WALLER FINANCIAL PLANNING GROUP, INC
    Accepted , ingested

  2. period ended2026-06-30
    13F 21,626 shares
    Change vs previous 13F -1,558 shares

    0.53% of the 13F portfolio, value $2,576,305.

    13F-HR 0001214659-26-008295 filed by WALLER FINANCIAL PLANNING GROUP, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 23,184 shares
    Change vs previous 13F -983 shares

    0.49% of the 13F portfolio, value $2,240,038.

    13F-HR 0001214659-26-004321 filed by WALLER FINANCIAL PLANNING GROUP, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 24,167 shares
    Change vs previous 13F -25,643 shares

    0.51% of the 13F portfolio, value $2,276,290.

    13F-HR 0001214659-26-000397 filed by WALLER FINANCIAL PLANNING GROUP, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 49,810 shares
    Change vs previous 13F +950 shares

    1.08% of the 13F portfolio, value $4,697,581.

    13F-HR 0001214659-25-014790 filed by WALLER FINANCIAL PLANNING GROUP, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 48,860 shares
    Change vs previous 13F +9,741 shares

    1.05% of the 13F portfolio, value $4,336,325.

    13F-HR 0001214659-25-009926 filed by WALLER FINANCIAL PLANNING GROUP, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 39,119 shares
    Change vs previous 13F -15,223 shares

    0.91% of the 13F portfolio, value $3,246,877.

    13F-HR 0001214659-25-005278 filed by WALLER FINANCIAL PLANNING GROUP, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 54,342 shares
    Change vs previous 13F not available

    1.24% of the 13F portfolio, value $4,909,800.

    13F-HR 0001214659-25-000086 filed by WALLER FINANCIAL PLANNING GROUP, INC
    Filed (acceptance time not in the bulk data set), ingested

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