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Disclosery

HOGE FINANCIAL SERVICES, LLC: SDY position timeline

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

HOGE FINANCIAL SERVICES, LLC held 2,428 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 2,428 shares
    Change vs previous 13F -52 shares

    0.18% of the 13F portfolio, value $369,530.

    13F-HR 0001989834-26-000004 filed by HOGE FINANCIAL SERVICES, 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 2,480 shares
    Change vs previous 13F +15 shares

    0.19% of the 13F portfolio, value $361,882.

    13F-HR 0001989834-26-000002 filed by HOGE FINANCIAL SERVICES, 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 2,465 shares
    Change vs previous 13F -52 shares

    0.18% of the 13F portfolio, value $343,006.

    13F-HR 0001989834-26-000001 filed by HOGE FINANCIAL SERVICES, 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 2,517 shares
    Change vs previous 13F -64 shares

    0.2% of the 13F portfolio, value $352,509.

    13F-HR 0001989834-25-000007 filed by HOGE FINANCIAL SERVICES, 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 2,581 shares
    Change vs previous 13F -75 shares

    0.22% of the 13F portfolio, value $350,360.

    13F-HR 0001989834-25-000006 filed by HOGE FINANCIAL SERVICES, 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 2,656 shares
    Change vs previous 13F -118 shares

    0.25% of the 13F portfolio, value $360,414.

    13F-HR 0001989834-25-000002 filed by HOGE FINANCIAL SERVICES, 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 2,774 shares
    Change vs previous 13F -149 shares

    0.27% of the 13F portfolio, value $366,474.

    13F-HR 0001989834-25-000001 filed by HOGE FINANCIAL SERVICES, 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 2,923 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $415,146.

    13F-HR 0001989834-24-000004 filed by HOGE FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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