Position in SYF
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,097,173
+$288,280 QoQ
Shares Held
14,427
+21.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.70%
of 13F equity value
Holder Rank
#451
of 993 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SYF Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026NEW WAVE WEALTH ADVISORS LLC holds $2,468,749 across 3 Credit Services names. SYF ranks #1 (44.4% of the industry book) .
All Filings in SYF
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,097,173 | 14,427 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $808,893 | 11,892 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $939,922 | 11,266 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $642,576 | 9,044 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $603,596 | 9,044 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $454,066 | 8,577 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $452,140 | 6,956 | Shares | Sole | 2025-01-23 | |
| No filing history on record for this holder in this stock. | ||||||