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Disclosery

Koenig Investment Advisory, LLC: SDY position timeline

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

Koenig Investment Advisory, LLC held 57,642 SDY shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 57,642 shares
    Change vs previous 13F +5,263 shares

    6.18% of the 13F portfolio, value $8,443,378.

    13F-HR 0002114481-26-000005 filed by Koenig Investment Advisory, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 52,379 shares
    Change vs previous 13F +1,110 shares

    6.19% of the 13F portfolio, value $7,970,998.

    13F-HR 0002114481-26-000003 filed by Koenig Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 51,269 shares
    Change vs previous 13F +2,148 shares

    6.35% of the 13F portfolio, value $7,482,169.

    13F-HR 0002114481-26-000002 filed by Koenig Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 49,121 shares
    Change vs previous 13F not available

    6.18% of the 13F portfolio, value $7,616,254.

    13F-HR 0002114481-26-000001 filed by Koenig Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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