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Disclosery

ADAMSBROWN WEALTH CONSULTANTS LLC: SDY position timeline

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

ADAMSBROWN WEALTH CONSULTANTS LLC held 2,814 SDY shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,814 shares
    Change vs previous 13F +12 shares

    0.08% of the 13F portfolio, value $428,222.

    13F-HR 0001951757-26-000932 filed by ADAMSBROWN WEALTH CONSULTANTS 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 2,802 shares
    Change vs previous 13F -185 shares

    0.11% of the 13F portfolio, value $408,969.

    13F-HR 0001951757-26-000604 filed by ADAMSBROWN WEALTH CONSULTANTS 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 2,987 shares
    Change vs previous 13F -61 shares

    0.12% of the 13F portfolio, value $415,719.

    13F-HR 0001951757-26-000070 filed by ADAMSBROWN WEALTH CONSULTANTS 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 3,048 shares
    Change vs previous 13F -151 shares

    0.12% of the 13F portfolio, value $426,905.

    13F-HR 0001951757-25-001265 filed by ADAMSBROWN WEALTH CONSULTANTS 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 3,199 shares
    Change vs previous 13F -289 shares

    0.13% of the 13F portfolio, value $434,260.

    13F-HR 0001951757-25-000571 filed by ADAMSBROWN WEALTH CONSULTANTS 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 3,488 shares
    Change vs previous 13F -203 shares

    0.15% of the 13F portfolio, value $473,309.

    13F-HR 0001951757-25-000289 filed by ADAMSBROWN WEALTH CONSULTANTS 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 3,691 shares
    Change vs previous 13F -1,017 shares

    0.17% of the 13F portfolio, value $487,516.

    13F-HR 0001951757-25-000120 filed by ADAMSBROWN WEALTH CONSULTANTS 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 4,708 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $668,654.

    13F-HR 0001951757-24-001009 filed by ADAMSBROWN WEALTH CONSULTANTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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