SYLD β€” CAMBRIA ETF TR

Ownership history in DKM Wealth Management, Inc.  Β·  6 quarters on record

AI Ownership Summary

DKM Wealth Management, Inc. reported CAMBRIA ETF TR (SYLD) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 10.85% in 2024 Q4. The latest visible filing shows SYLD at 3.95% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SYLD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was DKM Wealth Management, Inc.'s position in CAMBRIA ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SYLD was reported at 3.95% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
10.85% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How DKM Wealth Management, Inc. held SYLD β€” position size vs. price
% of Fund (quarterly)    SYLD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 72,737 +275 +0.4% 3.95% $5.5M 2026-04-10 $76.57
2025 Q4 REDUCED 72,462 -4,446 -5.8% 3.76% $5.0M 2026-01-12 $72.60
2025 Q3 REDUCED 76,908 -47,935 -38.4% 4.24% $5.3M 2025-10-10 $65.39
2025 Q2 REDUCED 124,843 -11,719 -8.6% 7.00% $8.1M 2025-07-15 $64.77
2025 Q1 REDUCED 136,562 -30,620 -18.3% 9.51% $8.7M 2025-04-11 $57.21
2024 Q4 INITIATED 167,182 β€” β€” 10.85% $11.4M 2025-02-12 $66.69

FAQ About DKM Wealth Management, Inc. and SYLD

These are the practical questions this page is built to answer before you even open the full history table.

How long has DKM Wealth Management, Inc. reported owning SYLD?

DKM Wealth Management, Inc. reported SYLD across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported SYLD position in DKM Wealth Management, Inc.'s portfolio?

The largest reported portfolio weight for SYLD was 10.85% in 2024 Q4.

What is the latest reported SYLD position on this page?

The most recent filing on this page is 2026 Q1, when DKM Wealth Management, Inc. reported 72,737 shares, equal to 3.95% of portfolio, with an estimated market value of $5.5M.

What does the chart on this SYLD ownership page compare?

The chart compares DKM Wealth Management, Inc.'s quarterly SYLD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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