SGL Investment Advisors, Inc.: RMD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SGL Investment Advisors, Inc. on RMD, newest first. How the timeline and the estimate are built.
SGL Investment Advisors, Inc. held 10,409 RMD shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 10,409 sharesChange vs previous 13F -838 shares
0.79% of the 13F portfolio, value $2,290,500.
13F-HR 0002043186-26-000003 filed by SGL Investment Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 11,247 sharesChange vs previous 13F -79 shares
0.84% of the 13F portfolio, value $2,235,454.
13F-HR 0002043186-26-000002 filed by SGL Investment Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 11,326 sharesChange vs previous 13F +27 shares
1.21% of the 13F portfolio, value $3,024,608.
13F-HR 0002043186-26-000001 filed by SGL Investment Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 11,299 sharesChange vs previous 13F +229 shares
1.17% of the 13F portfolio, value $2,812,886.
13F-HR 0002043186-25-000006 filed by SGL Investment Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 11,070 sharesChange vs previous 13F -1,461 shares
1.35% of the 13F portfolio, value $2,840,451.
13F-HR 0002043186-25-000004 filed by SGL Investment Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 12,531 sharesChange vs previous 13F not available
1.57% of the 13F portfolio, value $3,046,161.
13F-HR 0002043186-25-000003 filed by SGL Investment Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).