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Disclosery

CRA Financial Services, LLC: SDY position timeline

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

CRA Financial Services, LLC held 91,795 SDY shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 91,795 shares
    Change vs previous 13F -1,796 shares

    1.61% of the 13F portfolio, value $13,969,362.

    13F-HR 0001765594-26-000003 filed by CRA Financial Services, 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 93,591 shares
    Change vs previous 13F -5,593 shares

    1.77% of the 13F portfolio, value $13,658,636.

    13F-HR 0001765594-26-000002 filed by CRA Financial Services, 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 99,184 shares
    Change vs previous 13F -1,535 shares

    1.81% of the 13F portfolio, value $13,802,416.

    13F-HR 0001765594-26-000001 filed by CRA Financial Services, 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 100,719 shares
    Change vs previous 13F -1,516 shares

    1.93% of the 13F portfolio, value $14,105,747.

    13F-HR 0001765594-25-000008 filed by CRA Financial Services, 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 102,235 shares
    Change vs previous 13F -1,164 shares

    2.12% of the 13F portfolio, value $13,876,333.

    13F-HR 0001765594-25-000004 filed by CRA Financial Services, 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 103,399 shares
    Change vs previous 13F -4,552 shares

    2.4% of the 13F portfolio, value $14,029,134.

    13F-HR 0001765594-25-000002 filed by CRA Financial Services, 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 107,951 shares
    Change vs previous 13F -4,442 shares

    2.45% of the 13F portfolio, value $14,260,319.

    13F-HR 0001765594-25-000001 filed by CRA Financial Services, 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 112,393 shares
    Change vs previous 13F not available

    2.93% of the 13F portfolio, value $15,964,353.

    13F-HR 0001765594-24-000007 filed by CRA Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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