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Disclosery

Refined Wealth Management: SRLN position timeline

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

Refined Wealth Management held 11,411 SRLN shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,411 shares
    Change vs previous 13F +40 shares

    0.28% of the 13F portfolio, value $459,738.

    13F-HR 0001724729-26-000005 filed by Refined Wealth Management
    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 11,371 shares
    Change vs previous 13F -208,556 shares

    0.29% of the 13F portfolio, value $456,420.

    13F-HR 0001724729-26-000003 filed by Refined Wealth Management
    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 219,927 shares
    Change vs previous 13F +802 shares

    6.11% of the 13F portfolio, value $9,076,382.

    13F-HR 0001724729-26-000001 filed by Refined Wealth Management
    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 219,125 shares
    Change vs previous 13F +8,474 shares

    5.85% of the 13F portfolio, value $9,111,223.

    13F-HR 0001724729-25-000008 filed by Refined Wealth Management
    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 210,651 shares
    Change vs previous 13F +572 shares

    6.02% of the 13F portfolio, value $8,760,955.

    13F-HR 0001724729-25-000005 filed by Refined Wealth Management
    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 210,079 shares
    Change vs previous 13F -4,596 shares

    7.07% of the 13F portfolio, value $8,640,540.

    13F-HR 0001724729-25-000003 filed by Refined Wealth Management
    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 214,675 shares
    Change vs previous 13F -459 shares

    6.82% of the 13F portfolio, value $8,958,373.

    13F-HR 0001724729-25-000001 filed by Refined Wealth Management
    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 215,134 shares
    Change vs previous 13F not available

    6.93% of the 13F portfolio, value $8,984,004.

    13F-HR 0001724729-24-000006 filed by Refined Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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