HoyleCohen, LLC: SDY position timeline

HoyleCohen, LLC held 3,321 SDY shares at 2024-06-30 per its 13F-HR filed 2024-07-19.

the latest 13F is the newest step

1. period ended2024-06-30

   13F 3,321 shares

   Change vs previous 13F -50 shares

   0.03% of the 13F portfolio, value $422,368.

   13F-HR 0001725547-24-003387 filed by HoyleCohen, LLC
   Filed 2024-07-19 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

2. period ended2024-03-31

   13F 3,371 shares

   Change vs previous 13F -14 shares

   0.03% of the 13F portfolio, value $442,414.

   13F-HR 0001725547-24-002160 filed by HoyleCohen, LLC
   Filed 2024-05-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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

3. period ended2023-12-31

   13F 3,385 shares

   Change vs previous 13F +308 shares

   0.03% of the 13F portfolio, value $423,027.

   13F-HR 0001725547-24-000509 filed by HoyleCohen, LLC
   Filed 2024-02-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

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

4. period ended2023-09-30

   13F 3,077 shares

   Change vs previous 13F +50 shares

   0.03% of the 13F portfolio, value $353,889.

   13F-HR 0001725547-23-001698 filed by HoyleCohen, LLC
   Filed 2023-11-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

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

5. period ended2023-06-30

   13F 3,027 shares

   Change vs previous 13F 0 shares

   0.03% of the 13F portfolio, value $371,053.

   13F-HR 0001725547-23-000176 filed by HoyleCohen, LLC
   Filed 2023-08-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC

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

6. period ended2023-03-31

   13F 3,027 shares

   Change vs previous 13F 0 shares

   0.03% of the 13F portfolio, value $374,474.

   13F-HR 0001725547-23-000112 filed by HoyleCohen, LLC
   Filed 2023-05-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:32:36 UTC

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

7. period ended2022-12-31

   13F 3,027 shares

   Change vs previous 13F not available

   0.04% of the 13F portfolio, value $378,711.

   13F-HR 0001725547-23-000068 filed by HoyleCohen, LLC
   Filed 2023-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:33:21 UTC

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