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Disclosery

HB Wealth Management, LLC: SDY position timeline

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

HB Wealth Management, LLC held 89,726 SDY shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 89,726 shares
    Change vs previous 13F +603 shares

    0.08% of the 13F portfolio, value $13,654,558.

    13F-HR 0001172661-26-002920 filed by HB 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 89,123 shares
    Change vs previous 13F -170 shares

    0.08% of the 13F portfolio, value $13,006,628.

    13F-HR 0001172661-26-001543 filed by HB 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 89,293 shares
    Change vs previous 13F +823 shares

    0.08% of the 13F portfolio, value $12,426,138.

    13F-HR 0001172661-26-000353 filed by HB 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 88,470 shares
    Change vs previous 13F +2,927 shares

    0.08% of the 13F portfolio, value $12,390,252.

    13F-HR 0001172661-25-004398 filed by HB 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 85,543 shares
    Change vs previous 13F +344 shares

    0.09% of the 13F portfolio, value $11,610,763.

    13F-HR 0001172661-25-002644 filed by HB 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 85,199 shares
    Change vs previous 13F -2,587 shares

    0.1% of the 13F portfolio, value $11,559,930.

    13F-HR 0001172661-25-001594 filed by HB 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 87,786 shares
    Change vs previous 13F -2,728 shares

    0.12% of the 13F portfolio, value $11,596,417.

    13F-HR 0001172661-25-000193 filed by HB 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 90,514 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $12,856,681.

    13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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