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Disclosery

Elk River Wealth Management LLC: SDY position timeline

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

Elk River Wealth Management LLC held 371,018 SDY shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 371,018 shares
    Change vs previous 13F -51,505 shares

    8.99% of the 13F portfolio, value $56,461,532.

    13F-HR 0001951757-26-001253 filed by Elk River Wealth Management 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 422,523 shares
    Change vs previous 13F +799 shares

    10.24% of the 13F portfolio, value $61,662,962.

    13F-HR 0001951757-26-000635 filed by Elk River Wealth Management 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 421,724 shares
    Change vs previous 13F +3,307 shares

    9.4% of the 13F portfolio, value $58,503,293.

    13F-HR 0001951757-26-000383 filed by Elk River Wealth Management 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 418,417 shares
    Change vs previous 13F +5,294 shares

    9.39% of the 13F portfolio, value $58,600,185.

    13F-HR 0001951757-25-001188 filed by Elk River Wealth Management 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 413,123 shares
    Change vs previous 13F +2,487 shares

    9.65% of the 13F portfolio, value $56,074,125.

    13F-HR 0001951757-25-000614 filed by Elk River Wealth Management 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 410,636 shares
    Change vs previous 13F +15,517 shares

    10.43% of the 13F portfolio, value $55,715,924.

    13F-HR 0001951757-25-000297 filed by Elk River Wealth Management 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 395,119 shares
    Change vs previous 13F +10,095 shares

    9.45% of the 13F portfolio, value $52,196,263.

    13F-HR 0001951757-25-000164 filed by Elk River Wealth Management 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 385,024 shares
    Change vs previous 13F not available

    9.95% of the 13F portfolio, value $54,689,608.

    13F-HR 0001951757-24-001013 filed by Elk River Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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