Wolff Financial Management LLC: SPLV position timeline

Wolff Financial Management LLC held 11,820 SPLV shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 11,820 shares

   Change vs previous 13F +47 shares

   0.18% of the 13F portfolio, value $885,304.

   13F-HR 0001767940-26-000004 filed by Wolff Financial Management LLC
   Filed 2026-07-16 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 11,773 shares

   Change vs previous 13F +49 shares

   0.19% of the 13F portfolio, value $861,051.

   13F-HR 0001767940-26-000003 filed by Wolff Financial Management LLC
   Filed 2026-04-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 11,724 shares

   Change vs previous 13F +50 shares

   0.19% of the 13F portfolio, value $837,308.

   13F-HR 0001767940-26-000001 filed by Wolff Financial Management LLC
   Filed 2026-02-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 11,674 shares

   Change vs previous 13F +46 shares

   0.2% of the 13F portfolio, value $857,840.

   13F-HR 0001767940-25-000006 filed by Wolff Financial Management LLC
   Filed 2025-10-20 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 11,628 shares

   Change vs previous 13F +44 shares

   0.22% of the 13F portfolio, value $847,000.

   13F-HR 0001767940-25-000004 filed by Wolff Financial Management LLC
   Filed 2025-07-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 11,584 shares

   Change vs previous 13F +37 shares

   0.24% of the 13F portfolio, value $866,000.

   13F-HR 0001767940-25-000003 filed by Wolff Financial Management LLC
   Filed 2025-04-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 11,547 shares

   Change vs previous 13F +37 shares

   0.22% of the 13F portfolio, value $808,000.

   13F-HR 0001767940-25-000001 filed by Wolff Financial Management LLC
   Filed 2025-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 11,510 shares

   Change vs previous 13F not available

   0.22% of the 13F portfolio, value $826,000.

   13F-HR 0001767940-24-000005 filed by Wolff Financial Management LLC
   Filed 2024-10-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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