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Disclosery

Councilor Wealth, LLC: SDY position timeline

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

Councilor Wealth, LLC held 10,672 SDY shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 10,672 shares
    Change vs previous 13F +9 shares

    0.64% of the 13F portfolio, value $1,563,242.

    13F-HR 0001172661-26-004454 filed by Councilor Wealth, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 10,663 shares
    Change vs previous 13F +10 shares

    0.66% of the 13F portfolio, value $1,622,711.

    13F-HR 0001172661-26-002707 filed by Councilor 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 ended2026-03-31
    13F 10,653 shares
    Change vs previous 13F +8 shares

    0.75% of the 13F portfolio, value $1,554,816.

    13F-HR 0001172661-26-001795 filed by Councilor 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 ended2025-12-31
    13F 10,645 shares
    Change vs previous 13F -2,385 shares

    0.7% of the 13F portfolio, value $1,481,375.

    13F-HR 0001172661-26-000354 filed by Councilor 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 ended2025-09-30
    13F 13,030 shares
    Change vs previous 13F +1,304 shares

    0.85% of the 13F portfolio, value $1,824,885.

    13F-HR 0001172661-25-004615 filed by Councilor 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 ended2025-06-30
    13F 11,726 shares
    Change vs previous 13F +1,568 shares

    0.74% of the 13F portfolio, value $1,591,642.

    13F-HR 0001172661-25-002765 filed by Councilor 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 ended2025-03-31
    13F 10,158 shares
    Change vs previous 13F +18 shares

    0.69% of the 13F portfolio, value $1,378,342.

    13F-HR 0001172661-25-001499 filed by Councilor 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 ended2024-12-31
    13F 10,140 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $1,339,561.

    13F-HR 0001172661-25-000598 filed by Councilor Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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