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Disclosery

ADVISORY RESEARCH INC: SDY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ADVISORY RESEARCH INC on SDY, newest first. How the timeline and the estimate are built.

ADVISORY RESEARCH INC held 2,164 SDY shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,164 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $329,318.

    13F-HR 0000902584-26-000007 filed by ADVISORY RESEARCH INC
    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 2,164 shares
    Change vs previous 13F +421 shares

    0.04% of the 13F portfolio, value $315,814.

    13F-HR 0000902584-26-000003 filed by ADVISORY RESEARCH INC
    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 1,743 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $242,556.

    13F-HR 0000902584-26-000002 filed by ADVISORY RESEARCH INC
    Filed (acceptance time not in the bulk data set), ingested

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