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LaSalle St. Investment Advisors, LLC: SDY position timeline

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

LaSalle St. Investment Advisors, LLC held 5,953 SDY shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,953 shares
    Change vs previous 13F +15 shares

    0.11% of the 13F portfolio, value $905,988.

    13F-HR 0001966193-26-000003 filed by LaSalle St. Investment Advisors, 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 5,938 shares
    Change vs previous 13F -57 shares

    0.12% of the 13F portfolio, value $866,673.

    13F-HR 0001966193-26-000002 filed by LaSalle St. Investment Advisors, 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 5,995 shares
    Change vs previous 13F -403 shares

    0.13% of the 13F portfolio, value $834,000.

    13F-HR 0001966193-26-000001 filed by LaSalle St. Investment Advisors, 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 6,398 shares
    Change vs previous 13F -102 shares

    0.16% of the 13F portfolio, value $896,000.

    13F-HR 0001966193-25-000007 filed by LaSalle St. Investment Advisors, 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 6,500 shares
    Change vs previous 13F -214 shares

    0.24% of the 13F portfolio, value $882,000.

    13F-HR 0001966193-25-000005 filed by LaSalle St. Investment Advisors, 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 6,714 shares
    Change vs previous 13F -161 shares

    0.21% of the 13F portfolio, value $911,000.

    13F-HR 0001966193-25-000003 filed by LaSalle St. Investment Advisors, 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 6,875 shares
    Change vs previous 13F +6 shares

    0.28% of the 13F portfolio, value $908,000.

    13F-HR 0001966193-25-000001 filed by LaSalle St. Investment Advisors, 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 6,869 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $975,000.

    13F-HR 0001966193-24-000005 filed by LaSalle St. Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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