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Graves Light Lenhart Wealth, Inc.: SDY position timeline

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

Graves Light Lenhart Wealth, Inc. held 180,803 SDY shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 180,803 shares
    Change vs previous 13F -775 shares

    2.48% of the 13F portfolio, value $26,484,096.

    13F-HR 0001085146-26-000833 filed by Graves Light Lenhart Wealth, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 181,578 shares
    Change vs previous 13F -462 shares

    2.58% of the 13F portfolio, value $27,632,586.

    13F-HR 0001759803-26-000004 filed by Graves Light Lenhart Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 182,040 shares
    Change vs previous 13F +91 shares

    2.76% of the 13F portfolio, value $26,566,962.

    13F-HR 0001759803-26-000003 filed by Graves Light Lenhart Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 181,949 shares
    Change vs previous 13F -414 shares

    2.69% of the 13F portfolio, value $25,320,005.

    13F-HR 0001759803-26-000001 filed by Graves Light Lenhart Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 182,363 shares
    Change vs previous 13F -7,489 shares

    2.83% of the 13F portfolio, value $25,539,917.

    13F-HR 0001085146-25-005814 filed by Graves Light Lenhart Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 189,852 shares
    Change vs previous 13F -1,456 shares

    3.07% of the 13F portfolio, value $25,768,555.

    13F-HR 0001085146-25-003685 filed by Graves Light Lenhart Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 191,308 shares
    Change vs previous 13F -1,095 shares

    3.19% of the 13F portfolio, value $25,956,737.

    13F-HR 0001085146-25-001967 filed by Graves Light Lenhart Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 192,403 shares
    Change vs previous 13F not available

    3.16% of the 13F portfolio, value $25,416,377.

    13F-HR 0001085146-25-000149 filed by Graves Light Lenhart Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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