Skip to content
Disclosery

Perissos Private Wealth Management, LLC: SRLN position timeline

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

Perissos Private Wealth Management, LLC held 20,998 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 20,998 shares
    Change vs previous 13F -1,472 shares

    0.57% of the 13F portfolio, value $846,006.

    13F-HR 0002023071-26-000003 filed by Perissos Private Wealth Management, 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 22,470 shares
    Change vs previous 13F -38,727 shares

    0.78% of the 13F portfolio, value $901,947.

    13F-HR 0002023071-26-000002 filed by Perissos Private Wealth Management, 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 61,197 shares
    Change vs previous 13F -731 shares

    2.18% of the 13F portfolio, value $2,525,619.

    13F-HR 0002023071-26-000001 filed by Perissos Private Wealth Management, 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 61,928 shares
    Change vs previous 13F +245 shares

    1.87% of the 13F portfolio, value $2,574,981.

    13F-HR 0002023071-25-000006 filed by Perissos Private Wealth Management, 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 61,683 shares
    Change vs previous 13F -897 shares

    2.03% of the 13F portfolio, value $2,565,407.

    13F-HR 0002023071-25-000004 filed by Perissos Private Wealth Management, 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 62,580 shares
    Change vs previous 13F -2,869 shares

    2.35% of the 13F portfolio, value $2,573,922.

    13F-HR 0002023071-25-000002 filed by Perissos Private Wealth Management, 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 65,449 shares
    Change vs previous 13F -2,287 shares

    2.04% of the 13F portfolio, value $2,731,176.

    13F-HR 0002023071-25-000001 filed by Perissos Private Wealth Management, 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 67,736 shares
    Change vs previous 13F not available

    2.27% of the 13F portfolio, value $2,828,675.

    13F-HR 0002023071-24-000005 filed by Perissos Private Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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