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Disclosery

Cooksen Wealth, LLC: SDY position timeline

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

Cooksen Wealth, LLC held 12,760 SDY shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,760 shares
    Change vs previous 13F +361 shares

    1.22% of the 13F portfolio, value $1,941,886.

    13F-HR 0001214659-26-009193 filed by Cooksen 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 12,399 shares
    Change vs previous 13F +229 shares

    1.31% of the 13F portfolio, value $1,809,516.

    13F-HR 0001214659-26-005313 filed by Cooksen 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 12,170 shares
    Change vs previous 13F +149 shares

    1.24% of the 13F portfolio, value $1,693,530.

    13F-HR 0001214659-26-000626 filed by Cooksen 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 12,021 shares
    Change vs previous 13F +639 shares

    1.26% of the 13F portfolio, value $1,683,569.

    13F-HR 0001214659-25-015566 filed by Cooksen 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 11,382 shares
    Change vs previous 13F -246 shares

    1.24% of the 13F portfolio, value $1,544,853.

    13F-HR 0001214659-25-012294 filed by Cooksen 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 11,628 shares
    Change vs previous 13F +827 shares

    1.55% of the 13F portfolio, value $1,526,059.

    13F-HR 0001214659-25-006583 filed by Cooksen 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 10,801 shares
    Change vs previous 13F -741 shares

    1.31% of the 13F portfolio, value $1,426,812.

    13F-HR 0001214659-25-001615 filed by Cooksen Wealth, 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 11,542 shares
    Change vs previous 13F not available

    1.53% of the 13F portfolio, value $1,639,426.

    13F-HR 0001214659-24-017870 filed by Cooksen Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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