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Disclosery

1834 INVESTMENT ADVISORS CO: SDY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 1834 INVESTMENT ADVISORS CO on SDY, newest first. How the timeline and the estimate are built.

1834 INVESTMENT ADVISORS CO held 31,911 SDY shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,911 shares
    Change vs previous 13F +822 shares

    0.55% of the 13F portfolio, value $4,856,265.

    13F-HR 0001172661-26-002947 filed by 1834 INVESTMENT ADVISORS CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 31,089 shares
    Change vs previous 13F -867 shares

    0.57% of the 13F portfolio, value $4,537,193.

    13F-HR 0001172661-26-001927 filed by 1834 INVESTMENT ADVISORS CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 31,956 shares
    Change vs previous 13F -6,071 shares

    0.56% of the 13F portfolio, value $4,446,943.

    13F-HR 0001172661-26-000390 filed by 1834 INVESTMENT ADVISORS CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 38,027 shares
    Change vs previous 13F +2,488 shares

    0.65% of the 13F portfolio, value $5,325,629.

    13F-HR 0001172661-25-004525 filed by 1834 INVESTMENT ADVISORS CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 35,539 shares
    Change vs previous 13F -7,588 shares

    0.61% of the 13F portfolio, value $4,823,678.

    13F-HR 0001172661-25-002618 filed by 1834 INVESTMENT ADVISORS CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 43,127 shares
    Change vs previous 13F -1,475 shares

    0.76% of the 13F portfolio, value $5,851,451.

    13F-HR 0001172661-25-001635 filed by 1834 INVESTMENT ADVISORS CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 44,602 shares
    Change vs previous 13F -1,095 shares

    0.75% of the 13F portfolio, value $5,891,930.

    13F-HR 0001172661-25-000290 filed by 1834 INVESTMENT ADVISORS CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 45,697 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $6,490,804.

    13F-HR 0001172661-24-004407 filed by 1834 INVESTMENT ADVISORS CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).