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MONECO ADVISORS, LLC: SYLD position timeline

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

MONECO ADVISORS, LLC held 51,266 SYLD shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 51,266 shares
    Change vs previous 13F -2,686 shares

    0.25% of the 13F portfolio, value $4,054,458.

    13F-HR 0001765690-26-000011 filed by MONECO 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 53,952 shares
    Change vs previous 13F -13,408 shares

    0.32% of the 13F portfolio, value $4,068,533.

    13F-HR 0001765690-26-000007 filed by MONECO 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 67,360 shares
    Change vs previous 13F -17,933 shares

    0.37% of the 13F portfolio, value $4,682,858.

    13F-HR 0001765690-26-000005 filed by MONECO 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 85,293 shares
    Change vs previous 13F -17,187 shares

    0.49% of the 13F portfolio, value $5,856,192.

    13F-HR 0001765690-25-000013 filed by MONECO 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 102,480 shares
    Change vs previous 13F -23,333 shares

    0.62% of the 13F portfolio, value $6,664,249.

    13F-HR 0001765690-25-000002 filed by MONECO 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/A 125,813 shares
    Change vs previous 13F -17,312 shares

    0.83% of the 13F portfolio, value $8,026,869.

    13F-HR/A 0001765690-25-000006 filed by MONECO 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/A 143,125 shares
    Change vs previous 13F -15,005 shares

    1.03% of the 13F portfolio, value $9,799,741.

    13F-HR/A 0001765690-25-000005 filed by MONECO 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 158,130 shares
    Change vs previous 13F not available

    1.42% of the 13F portfolio, value $11,443,866.

    13F-HR 0001085146-24-005135 filed by MONECO ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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