Skip to content
Disclosery

Aventura Private Wealth, LLC: SDY position timeline

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

Aventura Private Wealth, LLC held 920 SDY shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 920 shares
    Change vs previous 13F -70 shares

    0.04% of the 13F portfolio, value $140,006.

    13F-HR 0002074418-26-000007 filed by Aventura Private Wealth, 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 990 shares
    Change vs previous 13F -198 shares

    0.05% of the 13F portfolio, value $144,481.

    13F-HR 0002074418-26-000006 filed by Aventura Private Wealth, 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 1,188 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $165,322.

    13F-HR 0002074418-26-000001 filed by Aventura Private Wealth, 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 1,188 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $166,379.

    13F-HR 0002074418-26-000005 filed by Aventura Private Wealth, 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 1,188 shares
    Change vs previous 13F -630 shares

    0.07% of the 13F portfolio, value $161,247.

    13F-HR 0002074418-26-000004 filed by Aventura Private Wealth, 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 1,818 shares
    Change vs previous 13F -370 shares

    0.13% of the 13F portfolio, value $246,666.

    13F-HR 0002074418-26-000003 filed by Aventura Private Wealth, 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 2,188 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $289,035.

    13F-HR 0002074418-26-000002 filed by Aventura Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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