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Verum Partners LLC: SYLD position timeline

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

Verum Partners LLC held 262,774 SYLD shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 262,774 shares
    Change vs previous 13F +30,261 shares

    3.14% of the 13F portfolio, value $20,781,985.

    13F-HR 0001951757-26-001018 filed by Verum Partners 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 232,513 shares
    Change vs previous 13F +9,396 shares

    3.33% of the 13F portfolio, value $17,533,768.

    13F-HR 0001951757-26-000610 filed by Verum Partners 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 223,117 shares
    Change vs previous 13F +33,671 shares

    3.13% of the 13F portfolio, value $15,511,100.

    13F-HR 0001951757-26-000077 filed by Verum Partners 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 189,446 shares
    Change vs previous 13F +24,742 shares

    2.76% of the 13F portfolio, value $13,007,335.

    13F-HR 0001951757-25-001378 filed by Verum Partners 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 164,704 shares
    Change vs previous 13F -16,087 shares

    2.47% of the 13F portfolio, value $10,710,677.

    13F-HR 0001951757-25-000850 filed by Verum Partners 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 180,791 shares
    Change vs previous 13F -3,426 shares

    3.11% of the 13F portfolio, value $11,534,491.

    13F-HR 0001951757-25-000338 filed by Verum Partners 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 184,217 shares
    Change vs previous 13F +15,464 shares

    3.63% of the 13F portfolio, value $12,613,324.

    13F-HR 0001951757-25-000053 filed by Verum Partners 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 168,753 shares
    Change vs previous 13F not available

    3.58% of the 13F portfolio, value $12,212,636.

    13F-HR 0001951757-24-001044 filed by Verum Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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