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Disclosery

Lewis Asset Management, LLC: SDY position timeline

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

Lewis Asset Management, LLC held 29,342 SDY shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,342 shares
    Change vs previous 13F +444 shares

    1.56% of the 13F portfolio, value $4,465,267.

    13F-HR 0002004520-26-000003 filed by Lewis Asset Management, 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 28,898 shares
    Change vs previous 13F -502 shares

    1.72% of the 13F portfolio, value $4,217,408.

    13F-HR 0002004520-26-000002 filed by Lewis Asset Management, 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 29,400 shares
    Change vs previous 13F -685 shares

    1.67% of the 13F portfolio, value $4,091,308.

    13F-HR 0002004520-26-000001 filed by Lewis Asset Management, 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 30,085 shares
    Change vs previous 13F +2,152 shares

    1.73% of the 13F portfolio, value $4,213,464.

    13F-HR 0002004520-25-000009 filed by Lewis Asset Management, 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 27,933 shares
    Change vs previous 13F +3,115 shares

    1.78% of the 13F portfolio, value $3,791,332.

    13F-HR 0002004520-25-000007 filed by Lewis Asset Management, 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 24,818 shares
    Change vs previous 13F -1,236 shares

    2.78% of the 13F portfolio, value $3,367,299.

    13F-HR 0002004520-25-000006 filed by Lewis Asset Management, 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 26,054 shares
    Change vs previous 13F -1,299 shares

    2.63% of the 13F portfolio, value $3,441,681.

    13F-HR 0002004520-25-000002 filed by Lewis Asset Management, 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 27,353 shares
    Change vs previous 13F not available

    2.83% of the 13F portfolio, value $3,885,285.

    13F-HR 0002004520-24-000006 filed by Lewis Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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