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21 West Wealth Management LLC: SRLN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 21 West Wealth Management LLC on SRLN, newest first. How the timeline and the estimate are built.

21 West Wealth Management LLC held 15,977 SRLN shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 15,977 shares
    Change vs previous 13F -676 shares

    0.56% of the 13F portfolio, value $645,311.

    13F-HR 0002067541-26-000004 filed by 21 West Wealth Management LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 16,653 shares
    Change vs previous 13F +220 shares

    0.57% of the 13F portfolio, value $670,949.

    13F-HR 0002067541-26-000003 filed by 21 West Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 16,433 shares
    Change vs previous 13F +599 shares

    0.61% of the 13F portfolio, value $659,621.

    13F-HR 0002067541-26-000002 filed by 21 West Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 15,834 shares
    Change vs previous 13F +850 shares

    0.6% of the 13F portfolio, value $653,469.

    13F-HR 0002067541-26-000001 filed by 21 West Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 14,984 shares
    Change vs previous 13F +192 shares

    0.59% of the 13F portfolio, value $623,035.

    13F-HR 0002067541-25-000003 filed by 21 West Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 14,792 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $615,199.

    13F-HR 0002067541-25-000002 filed by 21 West Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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