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SHRIER WEALTH MANAGEMENT, LLC: SUB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SHRIER WEALTH MANAGEMENT, LLC on SUB, newest first. How the timeline and the estimate are built.

SHRIER WEALTH MANAGEMENT, LLC held 3,700 SUB shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,700 shares
    Change vs previous 13F +525 shares

    0.13% of the 13F portfolio, value $393,930.

    13F-HR 0001951757-26-000983 filed by SHRIER 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 3,175 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $338,161.

    13F-HR 0001951757-26-000594 filed by SHRIER WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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