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Kesler, Norman & Wride, LLC: SYLD position timeline

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

Kesler, Norman & Wride, LLC held 53,864 SYLD shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 53,864 shares
    Change vs previous 13F -4,091 shares

    0.67% of the 13F portfolio, value $4,259,932.

    13F-HR 0002085853-26-000842 filed by Kesler, Norman & Wride, 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 57,955 shares
    Change vs previous 13F -148 shares

    0.75% of the 13F portfolio, value $4,370,329.

    13F-HR 0002085853-26-000572 filed by Kesler, Norman & Wride, 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 58,103 shares
    Change vs previous 13F -4,041 shares

    0.69% of the 13F portfolio, value $4,039,304.

    13F-HR 0002085853-26-000236 filed by Kesler, Norman & Wride, 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 62,144 shares
    Change vs previous 13F +3,552 shares

    0.83% of the 13F portfolio, value $4,255,362.

    13F-HR 0001840455-25-000005 filed by Kesler, Norman & Wride, 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 58,592 shares
    Change vs previous 13F -48 shares

    0.68% of the 13F portfolio, value $3,810,244.

    13F-HR 0001085146-25-004505 filed by Kesler, Norman & Wride, 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 58,640 shares
    Change vs previous 13F -3,504 shares

    0.71% of the 13F portfolio, value $3,741,376.

    13F-HR 0001085146-25-002509 filed by Kesler, Norman & Wride, 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 62,144 shares
    Change vs previous 13F -24,160 shares

    0.92% of the 13F portfolio, value $4,255,362.

    13F-HR 0001085146-25-001090 filed by Kesler, Norman & Wride, 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 86,304 shares
    Change vs previous 13F not available

    1.23% of the 13F portfolio, value $6,246,074.

    13F-HR 0001085146-24-004695 filed by Kesler, Norman & Wride, LLC
    Filed (acceptance time not in the bulk data set), ingested

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