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Wagner Wealth Management, LLC: SYFI position timeline

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

Wagner Wealth Management, LLC held 1,243,510 SYFI shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,243,510 shares
    Change vs previous 13F +5,364 shares

    8.22% of the 13F portfolio, value $44,411,949.

    13F-HR 0001398344-26-012623 filed by Wagner Wealth Management, 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 1,238,146 shares
    Change vs previous 13F +111,191 shares

    8.88% of the 13F portfolio, value $43,978,953.

    13F-HR 0001398344-26-007056 filed by Wagner Wealth Management, 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 1,126,955 shares
    Change vs previous 13F +277,538 shares

    8.6% of the 13F portfolio, value $40,491,490.

    13F-HR 0001398344-26-001683 filed by Wagner Wealth Management, 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 849,417 shares
    Change vs previous 13F +377,831 shares

    7.12% of the 13F portfolio, value $30,689,453.

    13F-HR 0001398344-25-019410 filed by Wagner Wealth Management, 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 471,586 shares
    Change vs previous 13F -16,895 shares

    3.87% of the 13F portfolio, value $16,954,933.

    13F-HR 0001398344-25-013237 filed by Wagner Wealth Management, 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 488,481 shares
    Change vs previous 13F not available

    4.33% of the 13F portfolio, value $17,360,601.

    13F-HR 0001398344-25-007278 filed by Wagner Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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