SYLD β€” CAMBRIA ETF TR

Ownership history in Edge Financial Advisors LLC  Β·  4 quarters on record

AI Ownership Summary

Edge Financial Advisors LLC reported CAMBRIA ETF TR (SYLD) in 4 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 1.55% in 2024 Q3. The latest visible filing shows SYLD at 1.47% 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 Edge Financial Advisors LLC'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
2025 Q4

SYLD was reported at 1.47% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.55% in 2024 Q3

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

Time in book
Holding Window
2024 Q1 to 2025 Q4

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 Edge Financial Advisors LLC held SYLD β€” position size vs. price
% of Fund (quarterly)    SYLD price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 20,846 -2,637 -11.2% 1.47% $1.4M 2026-01-28 $72.45
2024 Q4 REDUCED 23,483 -671 -2.8% 1.44% $1.6M 2025-01-17 $68.73
2024 Q3 ADDED 24,154 +13,304 +122.6% 1.55% $1.7M 2024-10-25 $68.24
2024 Q1 INITIATED 10,850 β€” β€” 0.71% $804K 2024-04-22 $67.02

FAQ About Edge Financial Advisors LLC and SYLD

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

How long has Edge Financial Advisors LLC reported owning SYLD?

Edge Financial Advisors LLC reported SYLD across 4 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported SYLD position in Edge Financial Advisors LLC's portfolio?

The largest reported portfolio weight for SYLD was 1.55% in 2024 Q3.

What is the latest reported SYLD position on this page?

The most recent filing on this page is 2025 Q4, when Edge Financial Advisors LLC reported 20,846 shares, equal to 1.47% of portfolio, with an estimated market value of $1.4M.

What does the chart on this SYLD ownership page compare?

The chart compares Edge Financial Advisors LLC'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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