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StoneCrest Wealth Management, Inc.: SRRK position timeline

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

StoneCrest Wealth Management, Inc. held 78,780 SRRK 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 78,780 shares
    Change vs previous 13F +7,866 shares

    1.38% of the 13F portfolio, value $4,332,900.

    13F-HR 0001951757-26-000973 filed by StoneCrest Wealth Management, Inc.
    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 70,914 shares
    Change vs previous 13F +11,911 shares

    1.47% of the 13F portfolio, value $3,486,132.

    13F-HR 0001951757-26-000528 filed by StoneCrest Wealth Management, Inc.
    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 59,003 shares
    Change vs previous 13F +11,671 shares

    1.01% of the 13F portfolio, value $2,493,992.

    13F-HR 0001951757-26-000215 filed by StoneCrest Wealth Management, Inc.
    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 47,332 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $1,762,644.

    13F-HR 0001951757-25-001189 filed by StoneCrest Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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