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Disclosery

Ellenbecker Investment Group: SDY position timeline

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

Ellenbecker Investment Group held 14,589 SDY shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,589 shares
    Change vs previous 13F -439 shares

    0.26% of the 13F portfolio, value $2,220,240.

    13F-HR 0001731497-26-000005 filed by Ellenbecker Investment Group
    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 15,028 shares
    Change vs previous 13F +32 shares

    0.3% of the 13F portfolio, value $2,193,215.

    13F-HR 0001731497-26-000002 filed by Ellenbecker Investment Group
    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 14,996 shares
    Change vs previous 13F +1,078 shares

    0.29% of the 13F portfolio, value $2,086,871.

    13F-HR 0001731497-26-000001 filed by Ellenbecker Investment Group
    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 13,918 shares
    Change vs previous 13F +60 shares

    0.29% of the 13F portfolio, value $1,949,337.

    13F-HR 0001731497-25-000007 filed by Ellenbecker Investment Group
    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 13,858 shares
    Change vs previous 13F -101 shares

    0.3% of the 13F portfolio, value $1,881,004.

    13F-HR 0001731497-25-000004 filed by Ellenbecker Investment Group
    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 13,959 shares
    Change vs previous 13F -704 shares

    0.34% of the 13F portfolio, value $1,893,991.

    13F-HR 0001731497-25-000003 filed by Ellenbecker Investment Group
    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 14,663 shares
    Change vs previous 13F -340 shares

    0.35% of the 13F portfolio, value $1,937,077.

    13F-HR 0001731497-25-000001 filed by Ellenbecker Investment Group
    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 15,003 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $2,131,061.

    13F-HR 0001731497-24-000006 filed by Ellenbecker Investment Group
    Filed (acceptance time not in the bulk data set), ingested

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