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Disclosery

Greenhouse Wealth Management, LLC: SDY position timeline

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

Greenhouse Wealth Management, LLC held 6,528 SDY shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,528 shares
    Change vs previous 13F +18 shares

    0.7% of the 13F portfolio, value $995,578.

    13F-HR 0001951757-26-001111 filed by Greenhouse 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 6,510 shares
    Change vs previous 13F +17 shares

    0.59% of the 13F portfolio, value $950,081.

    13F-HR 0001951757-26-000710 filed by Greenhouse 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 6,493 shares
    Change vs previous 13F +21 shares

    0.53% of the 13F portfolio, value $903,557.

    13F-HR 0001951757-26-000266 filed by Greenhouse 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 ended2025-09-30
    13F 6,472 shares
    Change vs previous 13F +17 shares

    0.54% of the 13F portfolio, value $906,463.

    13F-HR 0001951757-25-001212 filed by Greenhouse 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 ended2025-06-30
    13F 6,455 shares
    Change vs previous 13F +3,669 shares

    0.56% of the 13F portfolio, value $874,399.

    13F-HR 0001951757-25-000883 filed by Greenhouse 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 ended2025-03-31
    13F 2,786 shares
    Change vs previous 13F -3,633 shares

    0.28% of the 13F portfolio, value $377,950.

    13F-HR 0001951757-25-000379 filed by Greenhouse 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 ended2024-12-31
    13F 6,419 shares
    Change vs previous 13F +21 shares

    0.56% of the 13F portfolio, value $847,925.

    13F-HR 0001951757-25-000027 filed by Greenhouse Wealth Management, LLC
    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 6,398 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $907,424.

    13F-HR 0001951757-24-000991 filed by Greenhouse Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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