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Disclosery

AA Financial Advisors, LLC: SDY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AA Financial Advisors, LLC on SDY, newest first. How the timeline and the estimate are built.

AA Financial Advisors, LLC held 22,685 SDY shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,685 shares
    Change vs previous 13F -22 shares

    0.42% of the 13F portfolio, value $3,452,142.

    13F-HR 0002085853-26-000768 filed by AA Financial Advisors, LLC
    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 22,707 shares
    Change vs previous 13F -368 shares

    0.47% of the 13F portfolio, value $3,313,878.

    13F-HR 0002085853-26-000433 filed by AA Financial Advisors, LLC
    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 23,075 shares
    Change vs previous 13F -326 shares

    0.59% of the 13F portfolio, value $3,211,158.

    13F-HR 0002085853-26-000032 filed by AA Financial Advisors, LLC
    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 23,401 shares
    Change vs previous 13F -60 shares

    0.64% of the 13F portfolio, value $3,277,344.

    13F-HR 0002085853-25-000076 filed by AA Financial Advisors, LLC
    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 23,461 shares
    Change vs previous 13F -5,879 shares

    0.69% of the 13F portfolio, value $3,184,382.

    13F-HR 0001667731-25-000783 filed by AA Financial Advisors, LLC
    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 29,340 shares
    Change vs previous 13F -2,272 shares

    0.97% of the 13F portfolio, value $3,980,797.

    13F-HR 0001667731-25-000448 filed by AA Financial Advisors, LLC
    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 31,612 shares
    Change vs previous 13F +6,913 shares

    1.11% of the 13F portfolio, value $4,176,004.

    13F-HR 0001667731-25-000094 filed by AA Financial Advisors, LLC
    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 24,699 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $3,508,213.

    13F-HR 0002016899-24-000004 filed by AA Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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