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GLOBALT Investments LLC / GA: SDY position timeline

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

GLOBALT Investments LLC / GA held 9,528 SDY shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,528 shares
    Change vs previous 13F -507 shares

    0.05% of the 13F portfolio, value $1,449,971.

    13F-HR 0002085853-26-000974 filed by GLOBALT Investments LLC / GA
    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 10,035 shares
    Change vs previous 13F -68 shares

    0.05% of the 13F portfolio, value $1,464,508.

    13F-HR 0002085853-26-000597 filed by GLOBALT Investments LLC / GA
    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 10,103 shares
    Change vs previous 13F -212 shares

    0.05% of the 13F portfolio, value $1,405,933.

    13F-HR 0002085853-26-000207 filed by GLOBALT Investments LLC / GA
    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 10,315 shares
    Change vs previous 13F -612 shares

    0.05% of the 13F portfolio, value $1,444,616.

    13F-HR 0002085853-25-000087 filed by GLOBALT Investments LLC / GA
    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 10,927 shares
    Change vs previous 13F -1,249 shares

    0.06% of the 13F portfolio, value $1,483,122.

    13F-HR 0001667731-25-001023 filed by GLOBALT Investments LLC / GA
    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 12,176 shares
    Change vs previous 13F -1,207 shares

    0.07% of the 13F portfolio, value $1,652,040.

    13F-HR 0001667731-25-000602 filed by GLOBALT Investments LLC / GA
    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 13,383 shares
    Change vs previous 13F -401 shares

    0.07% of the 13F portfolio, value $1,767,894.

    13F-HR 0001667731-25-000233 filed by GLOBALT Investments LLC / GA
    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 13,784 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,957,879.

    13F-HR 0001951368-24-000003 filed by GLOBALT Investments LLC / GA
    Filed (acceptance time not in the bulk data set), ingested

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