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Disclosery

Financial Concepts Unlimited, Inc.: SDY position timeline

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

Financial Concepts Unlimited, Inc. held 1,547 SDY shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,547 shares
    Change vs previous 13F +132 shares

    0.18% of the 13F portfolio, value $235,422.

    13F-HR 0002112099-26-000002 filed by Financial Concepts Unlimited, Inc.
    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 1,415 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $206,524.

    13F-HR 0002112099-26-000001 filed by Financial Concepts Unlimited, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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