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Disclosery

DKM Wealth Management, Inc.: SYLD position timeline

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

DKM Wealth Management, Inc. held 72,964 SYLD shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 72,964 shares
    Change vs previous 13F +750 shares

    3.72% of the 13F portfolio, value $5,880,190.

    13F-HR 0001085146-26-000874 filed by DKM Wealth Management, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 72,214 shares
    Change vs previous 13F -523 shares

    3.73% of the 13F portfolio, value $5,711,203.

    13F-HR 0002055833-26-000006 filed by DKM Wealth Management, Inc.
    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 72,737 shares
    Change vs previous 13F +275 shares

    3.95% of the 13F portfolio, value $5,485,117.

    13F-HR 0002055833-26-000002 filed by DKM Wealth Management, Inc.
    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 72,462 shares
    Change vs previous 13F -4,446 shares

    3.76% of the 13F portfolio, value $5,037,577.

    13F-HR 0002055833-26-000001 filed by DKM Wealth Management, Inc.
    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 76,908 shares
    Change vs previous 13F -47,935 shares

    4.24% of the 13F portfolio, value $5,280,487.

    13F-HR 0001085146-25-005911 filed by DKM Wealth Management, Inc.
    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 124,843 shares
    Change vs previous 13F -11,719 shares

    7% of the 13F portfolio, value $8,118,518.

    13F-HR 0001085146-25-003872 filed by DKM Wealth Management, Inc.
    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/A 136,562 shares
    Change vs previous 13F -30,620 shares

    8.45% of the 13F portfolio, value $8,712,626.

    13F-HR 0001085146-25-002066 filed by DKM Wealth Management, Inc.
    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 167,182 shares
    Change vs previous 13F not available

    10.85% of the 13F portfolio, value $11,446,944.

    13F-HR 0001085146-25-001095 filed by DKM Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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