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Sagace Wealth Management LLC: SRLN position timeline

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

Sagace Wealth Management LLC held 30,008 SRLN shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,008 shares
    Change vs previous 13F +156 shares

    0.76% of the 13F portfolio, value $1,209,022.

    13F-HR 0002027449-26-000003 filed by Sagace 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 29,852 shares
    Change vs previous 13F -14,895 shares

    0.81% of the 13F portfolio, value $1,198,259.

    13F-HR 0002027449-26-000002 filed by Sagace 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 44,747 shares
    Change vs previous 13F +543 shares

    1.26% of the 13F portfolio, value $1,846,709.

    13F-HR 0002027449-26-000001 filed by Sagace 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 44,204 shares
    Change vs previous 13F -101,835 shares

    1.25% of the 13F portfolio, value $1,838,002.

    13F-HR 0002027449-25-000007 filed by Sagace 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 146,039 shares
    Change vs previous 13F -56,922 shares

    4.54% of the 13F portfolio, value $6,073,762.

    13F-HR 0002027449-25-000004 filed by Sagace 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 202,961 shares
    Change vs previous 13F -2,002 shares

    6.31% of the 13F portfolio, value $8,347,786.

    13F-HR 0002027449-25-000002 filed by Sagace 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 204,963 shares
    Change vs previous 13F +150,125 shares

    6.41% of the 13F portfolio, value $8,553,106.

    13F-HR 0002027449-25-000001 filed by Sagace 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 54,838 shares
    Change vs previous 13F not available

    1.78% of the 13F portfolio, value $2,295,519.

    13F-HR 0002027449-24-000002 filed by Sagace Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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