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Foguth Wealth Management, LLC.: SDIV position timeline

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

Foguth Wealth Management, LLC. held 174,873 SDIV shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 174,873 shares
    Change vs previous 13F -1,091,416 shares

    0.49% of the 13F portfolio, value $4,324,611.

    13F-HR 0002016322-26-000007 filed by Foguth 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 1,266,289 shares
    Change vs previous 13F +870,372 shares

    3.71% of the 13F portfolio, value $31,771,202.

    13F-HR 0002016322-26-000006 filed by Foguth 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 395,917 shares
    Change vs previous 13F -140,359 shares

    1.49% of the 13F portfolio, value $9,581,182.

    13F-HR 0002016322-26-000001 filed by Foguth 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 ended2025-06-30
    13F 536,276 shares
    Change vs previous 13F +472,081 shares

    2.59% of the 13F portfolio, value $12,093,030.

    13F-HR 0002016322-25-000008 filed by Foguth 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 ended2025-03-31
    13F 64,195 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $1,346,169.

    13F-HR 0002016322-25-000006 filed by Foguth Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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