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Disclosery

FSA Wealth Management LLC: SDY position timeline

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

FSA Wealth Management LLC held 25,216 SDY shares at 2025-09-30 per its 13F-HR filed 2025-11-17.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 25,216 shares
    Change vs previous 13F -120 shares

    1.29% of the 13F portfolio, value $3,531,547.

    13F-HR 0001999371-25-017982 filed by FSA 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 ended2025-06-30
    13F 25,336 shares
    Change vs previous 13F -558 shares

    1.34% of the 13F portfolio, value $3,438,847.

    13F-HR 0001999371-25-011019 filed by FSA 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 ended2025-03-31
    13F 25,894 shares
    Change vs previous 13F +1,395 shares

    1.49% of the 13F portfolio, value $3,513,291.

    13F-HR 0001999371-25-006263 filed by FSA 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 ended2024-12-31
    13F 24,499 shares
    Change vs previous 13F -56 shares

    1.31% of the 13F portfolio, value $3,236,303.

    13F-HR 0001839882-25-009060 filed by FSA 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 ended2024-09-30
    13F 24,555 shares
    Change vs previous 13F -309 shares

    1.39% of the 13F portfolio, value $3,487,838.

    13F-HR 0001839882-24-039312 filed by FSA Wealth 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 ended2024-03-31
    13F 24,864 shares
    Change vs previous 13F -8 shares

    1.42% of the 13F portfolio, value $3,263,195.

    13F-HR 0001999371-24-006211 filed by FSA Wealth 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 ended2023-12-31
    13F 24,872 shares
    Change vs previous 13F not available

    1.47% of the 13F portfolio, value $3,108,000.

    13F-HR 0001999371-24-002270 filed by FSA Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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