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Disclosery

Factor Wealth Management LTD: SDY position timeline

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

Factor Wealth Management LTD held 2,000 SDY shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,000 shares
    Change vs previous 13F -180 shares

    0.04% of the 13F portfolio, value $292,960.

    13F-HR 0001754960-26-000821 filed by Factor Wealth Management LTD
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,180 shares
    Change vs previous 13F -334 shares

    0.05% of the 13F portfolio, value $331,752.

    13F-HR 0001754960-26-000424 filed by Factor Wealth Management LTD
    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 2,514 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $366,893.

    13F-HR 0001754960-26-000282 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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