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Valued Retirements, Inc.: SYLD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Valued Retirements, Inc. on SYLD, newest first. How the timeline and the estimate are built.

Valued Retirements, Inc. held 6,496 SYLD shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,496 shares
    Change vs previous 13F -1,640 shares

    0.46% of the 13F portfolio, value $513,749.

    13F-HR 0002044874-26-000006 filed by Valued Retirements, 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 8,136 shares
    Change vs previous 13F -2,696 shares

    0.6% of the 13F portfolio, value $613,536.

    13F-HR 0002044874-26-000004 filed by Valued Retirements, 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 10,832 shares
    Change vs previous 13F -10,260 shares

    0.74% of the 13F portfolio, value $753,041.

    13F-HR 0002044874-26-000002 filed by Valued Retirements, 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 21,092 shares
    Change vs previous 13F 0 shares

    1.55% of the 13F portfolio, value $1,371,613.

    13F-HR 0002044874-25-000011 filed by Valued Retirements, Inc.
    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 21,092 shares
    Change vs previous 13F -7,141 shares

    1.55% of the 13F portfolio, value $1,371,613.

    13F-HR 0002044874-25-000007 filed by Valued Retirements, Inc.
    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 28,233 shares
    Change vs previous 13F -17,711 shares

    2.37% of the 13F portfolio, value $1,801,265.

    13F-HR 0002044874-25-000004 filed by Valued Retirements, Inc.
    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 45,944 shares
    Change vs previous 13F -3,969 shares

    4.24% of the 13F portfolio, value $3,145,786.

    13F-HR 0002044874-25-000002 filed by Valued Retirements, Inc.
    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 49,913 shares
    Change vs previous 13F not available

    4.98% of the 13F portfolio, value $3,612,204.

    13F-HR 0002044874-24-000001 filed by Valued Retirements, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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