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VestGen Advisors, LLC: SYLD position timeline

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

VestGen Advisors, LLC held 280,981 SYLD shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 280,981 shares
    Change vs previous 13F -3,998 shares

    0.65% of the 13F portfolio, value $22,221,896.

    13F-HR 0002050130-26-000005 filed by VestGen 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 284,979 shares
    Change vs previous 13F -28,403 shares

    0.62% of the 13F portfolio, value $22,218,387.

    13F-HR 0002050130-26-000004 filed by VestGen 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 313,382 shares
    Change vs previous 13F -2,762 shares

    0.93% of the 13F portfolio, value $21,786,308.

    13F-HR 0002050130-26-000001 filed by VestGen 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 316,144 shares
    Change vs previous 13F +4,755 shares

    0.72% of the 13F portfolio, value $21,706,458.

    13F-HR 0002050130-25-000006 filed by VestGen 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 311,389 shares
    Change vs previous 13F +127,237 shares

    0.81% of the 13F portfolio, value $20,249,630.

    13F-HR 0002050130-25-000005 filed by VestGen 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 184,152 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $11,748,910.

    13F-HR 0002050130-25-000003 filed by VestGen Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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