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Laurel Wealth Advisors LLC: SYLD position timeline

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

Laurel Wealth Advisors LLC held 32,501 SYLD shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,501 shares
    Change vs previous 13F +599 shares

    0.25% of the 13F portfolio, value $2,570,423.

    13F-HR 0001757128-26-000003 filed by Laurel Wealth 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 31,902 shares
    Change vs previous 13F +2,795 shares

    0.25% of the 13F portfolio, value $2,507,179.

    13F-HR 0001757128-26-000002 filed by Laurel Wealth 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 29,107 shares
    Change vs previous 13F +800 shares

    0.27% of the 13F portfolio, value $2,023,519.

    13F-HR 0001757128-26-000001 filed by Laurel Wealth 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 28,307 shares
    Change vs previous 13F +1,475 shares

    0.27% of the 13F portfolio, value $1,943,559.

    13F-HR 0001757128-25-000008 filed by Laurel Wealth 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/A 26,832 shares
    Change vs previous 13F +390 shares

    0.26% of the 13F portfolio, value $1,744,885.

    13F-HR/A 0001757128-25-000009 filed by Laurel Wealth 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 26,442 shares
    Change vs previous 13F +1,730 shares

    0.26% of the 13F portfolio, value $1,687,000.

    13F-HR 0001757128-25-000003 filed by Laurel Wealth 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 24,712 shares
    Change vs previous 13F +1,493 shares

    0.26% of the 13F portfolio, value $1,692,031.

    13F-HR 0001757128-25-000001 filed by Laurel Wealth Advisors 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 23,219 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $1,680,360.

    13F-HR 0001757128-24-000005 filed by Laurel Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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