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Disclosery

WFA of San Diego, LLC: SPLV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WFA of San Diego, LLC on SPLV, newest first. How the timeline and the estimate are built.

WFA of San Diego, LLC held 35,706 SPLV 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 35,706 shares
    Change vs previous 13F -2,273 shares

    2.23% of the 13F portfolio, value $2,721,868.

    13F-HR 0001821407-26-000004 filed by WFA of San Diego, 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 37,979 shares
    Change vs previous 13F -1,074 shares

    2.23% of the 13F portfolio, value $2,777,784.

    13F-HR 0001821407-26-000003 filed by WFA of San Diego, 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 39,053 shares
    Change vs previous 13F -1,502 shares

    2.04% of the 13F portfolio, value $2,789,165.

    13F-HR 0001821407-26-000002 filed by WFA of San Diego, 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 40,555 shares
    Change vs previous 13F -323 shares

    2.03% of the 13F portfolio, value $2,979,981.

    13F-HR 0001821407-26-000001 filed by WFA of San Diego, 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 40,878 shares
    Change vs previous 13F -7,674 shares

    2.19% of the 13F portfolio, value $2,976,736.

    13F-HR 0001986042-25-000017 filed by WFA of San Diego, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 48,552 shares
    Change vs previous 13F not available

    2.94% of the 13F portfolio, value $3,482,635.

    13F-HR 0001986042-24-000020 filed by WFA of San Diego, LLC
    Filed (acceptance time not in the bulk data set), ingested

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