Skip to content
Disclosery

Aletheian Wealth Advisors LLC: SRLN position timeline

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

Aletheian Wealth Advisors LLC held 11,117 SRLN shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 11,117 shares
    Change vs previous 13F +113 shares

    0.18% of the 13F portfolio, value $449,016.

    13F-HR 0002085853-26-001109 filed by Aletheian Wealth Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 11,004 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $443,351.

    13F-HR 0002085853-26-000663 filed by Aletheian Wealth Advisors 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 11,004 shares
    Change vs previous 13F +1,192 shares

    0.22% of the 13F portfolio, value $441,701.

    13F-HR 0002085853-26-000305 filed by Aletheian Wealth Advisors 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 9,812 shares
    Change vs previous 13F +189 shares

    0.19% of the 13F portfolio, value $407,983.

    13F-HR 0002085853-25-000252 filed by Aletheian Wealth Advisors 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 9,623 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $400,221.

    13F-HR 0001667731-25-000729 filed by Aletheian Wealth Advisors 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 9,623 shares
    Change vs previous 13F +1,993 shares

    0.22% of the 13F portfolio, value $395,794.

    13F-HR 0001667731-25-000380 filed by Aletheian Wealth Advisors 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 7,630 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $318,400.

    13F-HR 0001667731-25-000272 filed by Aletheian Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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