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Disclosery

High Net Worth Advisory Group LLC: SDY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of High Net Worth Advisory Group LLC on SDY, newest first. How the timeline and the estimate are built.

High Net Worth Advisory Group LLC held 8,784 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 8,784 shares
    Change vs previous 13F +7 shares

    0.28% of the 13F portfolio, value $1,336,853.

    13F-HR 0001919142-26-000003 filed by High Net Worth Advisory Group 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 8,777 shares
    Change vs previous 13F +8 shares

    0.3% of the 13F portfolio, value $1,280,919.

    13F-HR 0001919142-26-000002 filed by High Net Worth Advisory Group 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 8,769 shares
    Change vs previous 13F +17 shares

    0.28% of the 13F portfolio, value $1,220,424.

    13F-HR 0001919142-26-000001 filed by High Net Worth Advisory Group 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 8,752 shares
    Change vs previous 13F -194 shares

    0.29% of the 13F portfolio, value $1,225,849.

    13F-HR 0001919142-25-000002 filed by High Net Worth Advisory Group 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 8,946 shares
    Change vs previous 13F +8 shares

    0.32% of the 13F portfolio, value $1,214,250.

    13F-HR 0001085146-25-003712 filed by High Net Worth Advisory Group 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 8,938 shares
    Change vs previous 13F -181 shares

    0.34% of the 13F portfolio, value $1,212,795.

    13F-HR 0001085146-25-001969 filed by High Net Worth Advisory Group 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 9,119 shares
    Change vs previous 13F +9 shares

    0.34% of the 13F portfolio, value $1,204,719.

    13F-HR 0001085146-25-000383 filed by High Net Worth Advisory Group 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 9,110 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $1,294,145.

    13F-HR 0001085146-24-004843 filed by High Net Worth Advisory Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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