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Disclosery

Altus Wealth Group LLC: SDY position timeline

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

Altus Wealth Group LLC held 5,901 SDY shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,901 shares
    Change vs previous 13F -37 shares

    0.32% of the 13F portfolio, value $897,996.

    13F-HR 0001842572-26-000004 filed by Altus Wealth Group 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 5,938 shares
    Change vs previous 13F -2,863 shares

    0.36% of the 13F portfolio, value $866,604.

    13F-HR 0001842572-26-000003 filed by Altus Wealth Group 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 8,801 shares
    Change vs previous 13F -870 shares

    0.49% of the 13F portfolio, value $1,224,814.

    13F-HR 0001842572-26-000001 filed by Altus Wealth Group 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 9,671 shares
    Change vs previous 13F +111 shares

    0.56% of the 13F portfolio, value $1,354,426.

    13F-HR 0001842572-25-000013 filed by Altus Wealth Group 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 9,560 shares
    Change vs previous 13F +64 shares

    0.57% of the 13F portfolio, value $1,297,570.

    13F-HR 0001842572-25-000008 filed by Altus Wealth Group 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 9,496 shares
    Change vs previous 13F -33,176 shares

    0.6% of the 13F portfolio, value $1,288,359.

    13F-HR 0001842572-25-000006 filed by Altus Wealth Group 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 42,672 shares
    Change vs previous 13F -1,723 shares

    2.49% of the 13F portfolio, value $5,636,923.

    13F-HR 0001842572-25-000002 filed by Altus Wealth Group 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 44,395 shares
    Change vs previous 13F not available

    2.7% of the 13F portfolio, value $6,305,914.

    13F-HR 0001842572-24-000010 filed by Altus Wealth Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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