Superior Planning, LLC’s Savers SVV Stock Holding History

Superior Planning, LLC’s Portfolio SVV Stock Details SVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$184	Buy	+20	New	+$202	﹤0.01%	2037

Other funds holding SVV

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Western Standard LLC Los Angeles, California $424M AUM 17.4% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.3B AUM 33.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Militia Capital Management Austin, Texas $4B AUM

Landscape Capital Management Englewood, New Jersey $1.34B AUM 18.69% 1-Year Est. Return

Superior Planning, LLC's SVV Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Savers (SVV) in Q3 2026: 20 shares worth $184. The stake represents ﹤0.01% of the portfolio and ranks #2037 among its holdings.

91 funds tracked by Wall St. Rank hold SVV as of Q3 2026.

Superior Planning, LLC held 20 shares of Savers worth $184 as of Q3 2026.
Savers was a new Superior Planning, LLC position in Q3 2026.
Savers made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #2037 holding.
91 funds tracked by Wall St. Rank held Savers as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.