Solutions 4 Wealth, Ltd
- SEC CIK
- 0002006405
- Latest filing
- Jul 29, 2026
SBSI holding history
Southside Bancshares Inc in every 13F filed by Solutions 4 Wealth, Ltd, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
SBSI overviewAll 13F holders of SBSIFull Q2 2026 holdings
- Shares (Q2 2026)
- 24,242
- Value
- $853.1K
- % of portfolio
- 1.1%
- Quarters held
- 11
- Since Q4 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 24,242 | $853.1K | 1.1% | 00.0% | Unchanged | Holders |
| Q1 2026 | 24,242 | $753.7K | 1.1% | 00.0% | Unchanged | Holders |
| Q4 2025 | 24,242 | $736.7K | 1.1% | 00.0% | Unchanged | Holders |
| Q3 2025 | 24,242 | $684.8K | 1.1% | 00.0% | Unchanged | Holders |
| Q2 2025 | 24,242 | $713.4K | 1.2% | 00.0% | Unchanged | Holders |
| Q1 2025 | 24,242 | $702.0K | 1.2% | 00.0% | Unchanged | Holders |
| Q4 2024 | 24,242 | $769.9K | 1.4% | 00.0% | Unchanged | Holders |
| Q3 2024 | 24,242 | $810.4K | 1.6% | 00.0% | Unchanged | Holders |
| Q2 2024 | 24,242 | $669.3K | 1.5% | 00.0% | Unchanged | Holders |
| Q1 2024 | 24,242 | $708.6K | 2.0% | 00.0% | Unchanged | Holders |
| Q4 2023 | 24,242 | $759.3K | 2.5% | – | No prior filing | Holders |