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Disclosery

ATLas Financial Planning LLC: SYLD position timeline

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

ATLas Financial Planning LLC held 9,571 SYLD shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,571 shares
    Change vs previous 13F +2,399 shares

    0.61% of the 13F portfolio, value $756,941.

    13F-HR 0002110886-26-000008 filed by ATLas Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 7,172 shares
    Change vs previous 13F +3,029 shares

    0.49% of the 13F portfolio, value $540,841.

    13F-HR 0002110886-26-000007 filed by ATLas Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 4,143 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $288,021.

    13F-HR 0002110886-26-000001 filed by ATLas Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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