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Wood Tarver Financial Group, LLC: SPLV position timeline

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

Wood Tarver Financial Group, LLC held 9,914 SPLV shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,914 shares
    Change vs previous 13F -600 shares

    0.18% of the 13F portfolio, value $742,000.

    13F-HR 0002059344-26-000003 filed by Wood Tarver Financial Group, 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 10,514 shares
    Change vs previous 13F -2,062 shares

    0.21% of the 13F portfolio, value $768,000.

    13F-HR 0002059344-26-000002 filed by Wood Tarver Financial Group, 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 12,576 shares
    Change vs previous 13F -347 shares

    0.25% of the 13F portfolio, value $898,000.

    13F-HR 0002059344-26-000001 filed by Wood Tarver Financial Group, 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 12,923 shares
    Change vs previous 13F -56 shares

    0.28% of the 13F portfolio, value $949,000.

    13F-HR 0002059344-25-000005 filed by Wood Tarver Financial Group, 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 12,979 shares
    Change vs previous 13F -98 shares

    0.28% of the 13F portfolio, value $945,000.

    13F-HR 0002059344-25-000002 filed by Wood Tarver Financial Group, 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 13,077 shares
    Change vs previous 13F -714 shares

    0.32% of the 13F portfolio, value $977,091.

    13F-HR 0001898296-25-000008 filed by Wood Tarver Financial Group, 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 13,791 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $965,000.

    13F-HR 0002059344-25-000001 filed by Wood Tarver Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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