SLVM β€” SYLVAMO CORP

Ownership history in Vest Financial, LLC  Β·  7 quarters on record

AI Ownership Summary

Vest Financial, LLC reported SYLVAMO CORP (SLVM) in 7 quarterly 13F filings from 2024 Q1 through 2025 Q3. Peak portfolio weight reached 0.04% in 2024 Q4. The latest visible filing shows SLVM at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SLVM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Vest Financial, LLC's position in SYLVAMO CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

SLVM was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Vest Financial, LLC held SLVM β€” position size vs. price
% of Fund (quarterly)    SLVM price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 14,406 +2,137 +17.4% 0.01% $637K 2025-10-30 $40.67
2025 Q2 ADDED 12,269 +2,447 +24.9% 0.01% $615K 2025-07-25 $48.60
2025 Q1 REDUCED 9,822 -20,715 -67.8% 0.01% $659K 2025-04-11 $58.53
2024 Q4 ADDED 30,537 +13,086 +75.0% 0.04% $2.4M 2025-01-28 $76.62
2024 Q3 ADDED 17,451 +1,199 +7.4% 0.03% $1.5M 2024-10-18 $82.67
2024 Q2 ADDED 16,252 +2,531 +18.4% 0.03% $1.1M 2024-08-08 $64.46
2024 Q1 INITIATED 13,721 β€” β€” 0.02% $847K 2024-04-30 $59.21

FAQ About Vest Financial, LLC and SLVM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Vest Financial, LLC reported owning SLVM?

Vest Financial, LLC reported SLVM across 7 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported SLVM position in Vest Financial, LLC's portfolio?

The largest reported portfolio weight for SLVM was 0.04% in 2024 Q4.

What is the latest reported SLVM position on this page?

The most recent filing on this page is 2025 Q3, when Vest Financial, LLC reported 14,406 shares, equal to 0.01% of portfolio, with an estimated market value of $637K.

What does the chart on this SLVM ownership page compare?

The chart compares Vest Financial, LLC's quarterly SLVM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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