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INSIGNEO ADVISORY SERVICES, LLC: SRLN position timeline

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

INSIGNEO ADVISORY SERVICES, LLC held 63,303 SRLN shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 63,303 shares
    Change vs previous 13F +1,273 shares

    0.1% of the 13F portfolio, value $2,550,460.

    13F-HR 0001964958-26-000003 filed by INSIGNEO ADVISORY SERVICES, 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 62,030 shares
    Change vs previous 13F -3,676 shares

    0.18% of the 13F portfolio, value $2,489,900.

    13F-HR 0001964958-26-000002 filed by INSIGNEO ADVISORY SERVICES, 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 65,706 shares
    Change vs previous 13F +10,151 shares

    0.19% of the 13F portfolio, value $2,711,687.

    13F-HR 0001964958-26-000001 filed by INSIGNEO ADVISORY SERVICES, 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 55,555 shares
    Change vs previous 13F +4,220 shares

    0.16% of the 13F portfolio, value $2,309,982.

    13F-HR 0001964958-25-000009 filed by INSIGNEO ADVISORY SERVICES, 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 51,335 shares
    Change vs previous 13F +2,514 shares

    0.18% of the 13F portfolio, value $2,135,029.

    13F-HR 0001964958-25-000004 filed by INSIGNEO ADVISORY SERVICES, 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 48,821 shares
    Change vs previous 13F +11,014 shares

    0.21% of the 13F portfolio, value $2,008,026.

    13F-HR 0001964958-25-000002 filed by INSIGNEO ADVISORY SERVICES, 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 37,807 shares
    Change vs previous 13F +10,077 shares

    0.16% of the 13F portfolio, value $1,577,681.

    13F-HR 0001964958-25-000001 filed by INSIGNEO ADVISORY SERVICES, 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 27,730 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,158,023.

    13F-HR 0001964958-24-000005 filed by INSIGNEO ADVISORY SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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