Position in SYF
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$361,998
+$29,721 QoQ
Shares Held
4,760
-2.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#649
of 993 holders
Holding Since
Sep 2021
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SYF Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026LAKE STREET PRIVATE WEALTH, LLC holds $5,513,037 across 4 Credit Services names. SYF ranks #3 (6.6% of the industry book) .
All Filings in SYF
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $361,998 | 4,760 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $332,277 | 4,885 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $434,420 | 5,207 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $369,957 | 5,207 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $337,437 | 5,056 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $282,011 | 5,327 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $351,260 | 5,404 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $246,556 | 4,943 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $244,821 | 5,188 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $240,049 | 5,567 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $222,991 | 5,839 | Shares | Sole | 2024-01-10 | |
| 2023-06-30 | $251,313 | 7,409 | Shares | Sole | 2023-07-18 | |
| 2021-12-31 | $204,533 | 4,409 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $216,978 | 4,439 | Shares | Sole | 2021-10-07 | |
| No filing history on record for this holder in this stock. | ||||||