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Disclosery

Intellus Advisors LLC: SYLD position timeline

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

Intellus Advisors LLC held 350,274 SYLD shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 350,274 shares
    Change vs previous 13F -1,172 shares

    3.36% of the 13F portfolio, value $27,702,067.

    13F-HR 0001765380-26-000367 filed by Intellus Advisors 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 351,446 shares
    Change vs previous 13F -731 shares

    3.62% of the 13F portfolio, value $26,502,567.

    13F-HR 0001765380-26-000185 filed by Intellus 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 ended2025-12-31
    13F 352,177 shares
    Change vs previous 13F -13,576 shares

    3.25% of the 13F portfolio, value $24,483,326.

    13F-HR 0001765380-26-000073 filed by Intellus 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 ended2025-09-30
    13F 365,753 shares
    Change vs previous 13F -109,829 shares

    3.43% of the 13F portfolio, value $25,112,631.

    13F-HR 0001765380-25-000481 filed by Intellus 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 ended2025-06-30
    13F 475,582 shares
    Change vs previous 13F -19,592 shares

    4.61% of the 13F portfolio, value $30,927,099.

    13F-HR 0001765380-25-000357 filed by Intellus 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 ended2025-03-31
    13F 495,174 shares
    Change vs previous 13F +25,521 shares

    5.52% of the 13F portfolio, value $31,592,103.

    13F-HR 0001765380-25-000176 filed by Intellus 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 ended2024-12-31
    13F 469,653 shares
    Change vs previous 13F not available

    5.57% of the 13F portfolio, value $32,157,112.

    13F-HR 0001765380-25-000077 filed by Intellus Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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