Position in SLDP
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$5,180
-$820 QoQ
Shares Held
2,000
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#154
of 189 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SLDP Over Time
Shares Held
Position Value (USD)
Position in Auto Parts
Consumer Cyclical · as of Jun 30, 2026VSM Wealth Advisory, LLC holds $59,917 across 3 Auto Parts names. SLDP ranks #3 (8.6% of the industry book) .
All Filings in SLDP
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,180 | 2,000 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $6,000 | 2,000 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $8,500 | 2,000 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $17,350 | 5,000 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $10,950 | 5,000 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $5,250 | 5,000 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 SLDPW | — | 15,000 | Shares | Sole | 2025-02-11 | |
| 2024-12-31 | $9,450 | 5,000 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||