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Flaharty Asset Management, LLC: SDY position timeline

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

Flaharty Asset Management, LLC held 16,573 SDY shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,573 shares
    Change vs previous 13F -180,896 shares

    3.69% of the 13F portfolio, value $2,577,834.

    13F-HR 0001420506-26-001202 filed by Flaharty Asset 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 197,469 shares
    Change vs previous 13F -1,061 shares

    3.58% of the 13F portfolio, value $28,818,595.

    13F-HR 0001420506-26-000797 filed by Flaharty Asset 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 198,530 shares
    Change vs previous 13F -15,170 shares

    3.45% of the 13F portfolio, value $27,627,500.

    13F-HR 0001420506-26-000194 filed by Flaharty Asset 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 213,700 shares
    Change vs previous 13F +7,753 shares

    3.8% of the 13F portfolio, value $29,926,901.

    13F-HR 0001420506-25-002978 filed by Flaharty Asset 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/A 205,947 shares
    Change vs previous 13F +8,908 shares

    3.82% of the 13F portfolio, value $27,953,129.

    13F-HR/A 0001420506-25-003061 filed by Flaharty Asset 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 197,039 shares
    Change vs previous 13F -1,733 shares

    3.86% of the 13F portfolio, value $26,734,233.

    13F-HR 0001420506-25-001330 filed by Flaharty Asset 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 198,772 shares
    Change vs previous 13F -3,227 shares

    3.83% of the 13F portfolio, value $26,257,807.

    13F-HR 0001420506-25-000148 filed by Flaharty Asset 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 201,999 shares
    Change vs previous 13F not available

    4.03% of the 13F portfolio, value $28,691,859.

    13F-HR 0001420506-24-002140 filed by Flaharty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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