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Disclosery

John W. Brooker & Co., CPAs: SDY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of John W. Brooker & Co., CPAs on SDY, newest first. How the timeline and the estimate are built.

John W. Brooker & Co., CPAs held 0 SDY shares at 2025-06-30 per its 13F-HR filed 2025-07-16.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -2,266 shares

    13F-HR 0001798926-25-000009 filed by John W. Brooker & Co., CPAs
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 2,266 shares
    Change vs previous 13F -154 shares

    0.13% of the 13F portfolio, value $307,440.

    13F-HR 0001798926-25-000002 filed by John W. Brooker & Co., CPAs
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 2,420 shares
    Change vs previous 13F -445 shares

    0.14% of the 13F portfolio, value $319,642.

    13F-HR 0001798926-25-000001 filed by John W. Brooker & Co., CPAs
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 2,865 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $406,967.

    13F-HR 0001798926-24-000005 filed by John W. Brooker & Co., CPAs
    Filed (acceptance time not in the bulk data set), ingested

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