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Disclosery

Wealth Care LLC: SYLD position timeline

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

Wealth Care LLC held 19,609 SYLD shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,609 shares
    Change vs previous 13F +54 shares

    1.26% of the 13F portfolio, value $1,550,870.

    13F-HR 0002085853-26-000736 filed by Wealth Care 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 19,555 shares
    Change vs previous 13F not available

    1.31% of the 13F portfolio, value $1,474,618.

    13F-HR 0002085853-26-000491 filed by Wealth Care LLC
    Filed (acceptance time not in the bulk data set), ingested

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