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ALM First Financial Advisors, LLC: SYLD position timeline

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

ALM First Financial Advisors, LLC held 177,700 SYLD 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 177,700 shares
    Change vs previous 13F 0 shares

    0.84% of the 13F portfolio, value $5,317,006.

    13F-HR 0001950054-26-000012 filed by ALM First Financial Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 177,700 shares
    Change vs previous 13F -91,078 shares

    2.37% of the 13F portfolio, value $14,053,742.

    13F-HR 0001950054-26-000007 filed by ALM First Financial 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 268,778 shares
    Change vs previous 13F +32,492 shares

    3.45% of the 13F portfolio, value $19,255,868.

    13F-HR 0001950054-26-000005 filed by ALM First Financial 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 ended2025-12-31
    13F 236,286 shares
    Change vs previous 13F 0 shares

    3.07% of the 13F portfolio, value $15,493,019.

    13F-HR 0001950054-26-000002 filed by ALM First Financial 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 ended2025-09-30
    13F 236,286 shares
    Change vs previous 13F 0 shares

    3.09% of the 13F portfolio, value $15,301,362.

    13F-HR 0001950054-25-000009 filed by ALM First Financial 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 ended2025-06-30
    13F 236,286 shares
    Change vs previous 13F 0 shares

    3.13% of the 13F portfolio, value $14,492,391.

    13F-HR 0001950054-25-000004 filed by ALM First Financial 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 ended2025-03-31
    13F 236,286 shares
    Change vs previous 13F +26,519 shares

    3.25% of the 13F portfolio, value $14,218,277.

    13F-HR 0001950054-25-000002 filed by ALM First Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 209,767 shares
    Change vs previous 13F not available

    3.18% of the 13F portfolio, value $13,443,263.

    13F-HR 0001861163-25-000001 filed by ALM First Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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