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Strategies Wealth Advisors, LLC: SLYG position timeline

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

Strategies Wealth Advisors, LLC held 69,785 SLYG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 69,785 shares
    Change vs previous 13F -3,127 shares

    0.74% of the 13F portfolio, value $8,313,466.

    13F-HR 0001976435-26-000004 filed by Strategies Wealth 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 72,912 shares
    Change vs previous 13F -1,697 shares

    0.71% of the 13F portfolio, value $7,044,738.

    13F-HR 0001976435-26-000003 filed by Strategies Wealth 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 74,609 shares
    Change vs previous 13F -2,035 shares

    0.7% of the 13F portfolio, value $7,027,432.

    13F-HR 0001976435-26-000001 filed by Strategies Wealth 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 76,644 shares
    Change vs previous 13F -5,436 shares

    0.75% of the 13F portfolio, value $7,228,271.

    13F-HR 0000905729-25-000182 filed by Strategies Wealth 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 82,080 shares
    Change vs previous 13F +31,660 shares

    0.8% of the 13F portfolio, value $7,284,621.

    13F-HR 0000905729-25-000134 filed by Strategies Wealth Advisors, 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 50,420 shares
    Change vs previous 13F +2,172 shares

    0.51% of the 13F portfolio, value $4,184,844.

    13F-HR 0000905729-25-000093 filed by Strategies Wealth Advisors, 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 48,248 shares
    Change vs previous 13F -3,573 shares

    0.56% of the 13F portfolio, value $4,510,261.

    13F-HR 0000905729-25-000031 filed by Strategies Wealth Advisors, 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 51,821 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $4,825,058.

    13F-HR 0001976435-24-000007 filed by Strategies Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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