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Solano Wealth Investment Advisors LLC: SYFI position timeline

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

Solano Wealth Investment Advisors LLC held 361,666 SYFI shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 361,666 shares
    Change vs previous 13F -57,651 shares

    5.88% of the 13F portfolio, value $12,916,921.

    13F-HR 0001172661-26-002902 filed by Solano Wealth Investment Advisors 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 419,317 shares
    Change vs previous 13F +33,496 shares

    7.42% of the 13F portfolio, value $14,894,117.

    13F-HR 0001172661-26-002198 filed by Solano Wealth Investment Advisors 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 385,821 shares
    Change vs previous 13F +7,061 shares

    6.87% of the 13F portfolio, value $13,862,533.

    13F-HR 0001172661-26-000687 filed by Solano Wealth Investment Advisors 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 378,760 shares
    Change vs previous 13F +8,084 shares

    6.6% of the 13F portfolio, value $13,684,639.

    13F-HR 0001172661-25-004759 filed by Solano Wealth Investment Advisors 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 370,676 shares
    Change vs previous 13F not available

    6.84% of the 13F portfolio, value $13,326,928.

    13F-HR 0001172661-25-003068 filed by Solano Wealth Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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