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FOUNDERS GROVE WEALTH PARTNERS, LLC: SDY position timeline

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

FOUNDERS GROVE WEALTH PARTNERS, LLC held 31,040 SDY shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,040 shares
    Change vs previous 13F -695 shares

    0.94% of the 13F portfolio, value $4,723,645.

    13F-HR 0002046157-26-000003 filed by FOUNDERS GROVE WEALTH PARTNERS, 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 31,735 shares
    Change vs previous 13F -920 shares

    1.05% of the 13F portfolio, value $4,631,430.

    13F-HR 0002046157-26-000002 filed by FOUNDERS GROVE WEALTH PARTNERS, 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 32,655 shares
    Change vs previous 13F -346 shares

    1.02% of the 13F portfolio, value $4,544,291.

    13F-HR 0002046157-26-000001 filed by FOUNDERS GROVE WEALTH PARTNERS, 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 33,001 shares
    Change vs previous 13F -637 shares

    1.09% of the 13F portfolio, value $4,621,771.

    13F-HR 0002046157-25-000007 filed by FOUNDERS GROVE WEALTH PARTNERS, 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 33,638 shares
    Change vs previous 13F -262 shares

    1.15% of the 13F portfolio, value $4,565,683.

    13F-HR 0002046157-25-000005 filed by FOUNDERS GROVE WEALTH PARTNERS, 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 33,900 shares
    Change vs previous 13F -1,133 shares

    1.28% of the 13F portfolio, value $4,599,516.

    13F-HR 0002046157-25-000003 filed by FOUNDERS GROVE WEALTH PARTNERS, 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 35,033 shares
    Change vs previous 13F not available

    1.34% of the 13F portfolio, value $4,627,863.

    13F-HR 0002046157-25-000001 filed by FOUNDERS GROVE WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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