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DRIVE WEALTH MANAGEMENT, LLC: SRLN position timeline

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

DRIVE WEALTH MANAGEMENT, LLC held 38,950 SRLN 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 38,950 shares
    Change vs previous 13F -21,112 shares

    0.28% of the 13F portfolio, value $1,569,287.

    13F-HR 0001754960-26-000602 filed by DRIVE WEALTH MANAGEMENT, 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 60,062 shares
    Change vs previous 13F -13,042 shares

    0.51% of the 13F portfolio, value $2,410,899.

    13F-HR 0001754960-26-000239 filed by DRIVE 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 ended2025-12-31
    13F 73,104 shares
    Change vs previous 13F -100,099 shares

    0.59% of the 13F portfolio, value $3,016,990.

    13F-HR 0001754960-26-000152 filed by DRIVE 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 ended2025-09-30
    13F 173,203 shares
    Change vs previous 13F -60,758 shares

    1.53% of the 13F portfolio, value $7,201,795.

    13F-HR 0001754960-25-000737 filed by DRIVE 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 ended2025-06-30
    13F 233,961 shares
    Change vs previous 13F +21,674 shares

    2.13% of the 13F portfolio, value $9,730,435.

    13F-HR 0001754960-25-000500 filed by DRIVE 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 ended2025-03-31
    13F 212,287 shares
    Change vs previous 13F +15,018 shares

    2.05% of the 13F portfolio, value $8,731,353.

    13F-HR 0001754960-25-000281 filed by DRIVE WEALTH MANAGEMENT, 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 197,269 shares
    Change vs previous 13F +18,654 shares

    2.02% of the 13F portfolio, value $8,232,037.

    13F-HR 0001754960-25-000055 filed by DRIVE WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F/A 178,615 shares
    Change vs previous 13F not available

    1.94% of the 13F portfolio, value $7,458,954.

    13F-HR/A 0001754960-24-000550 filed by DRIVE WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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