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LIBERTY ONE INVESTMENT MANAGEMENT, LLC: SDY position timeline

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

LIBERTY ONE INVESTMENT MANAGEMENT, LLC held 917 SDY shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 917 shares
    Change vs previous 13F -14,103 shares

    0.01% of the 13F portfolio, value $139,560.

    13F-HR 0001398344-26-014315 filed by LIBERTY ONE INVESTMENT 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 15,020 shares
    Change vs previous 13F +1,002 shares

    0.23% of the 13F portfolio, value $2,192,055.

    13F-HR 0001398344-26-009114 filed by LIBERTY ONE INVESTMENT 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 14,018 shares
    Change vs previous 13F -3,839 shares

    0.25% of the 13F portfolio, value $1,950,773.

    13F-HR 0001398344-26-003153 filed by LIBERTY ONE INVESTMENT 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 17,857 shares
    Change vs previous 13F -322 shares

    0.14% of the 13F portfolio, value $2,500,855.

    13F-HR 0001398344-25-019816 filed by LIBERTY ONE INVESTMENT 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 18,179 shares
    Change vs previous 13F +130 shares

    0.25% of the 13F portfolio, value $2,467,420.

    13F-HR 0001398344-25-014121 filed by LIBERTY ONE INVESTMENT 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 18,049 shares
    Change vs previous 13F -200 shares

    0.25% of the 13F portfolio, value $2,448,916.

    13F-HR 0001398344-25-008075 filed by LIBERTY ONE INVESTMENT 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 18,249 shares
    Change vs previous 13F +330 shares

    0.26% of the 13F portfolio, value $2,410,688.

    13F-HR 0001398344-25-000713 filed by LIBERTY ONE INVESTMENT 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 17,919 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $2,545,279.

    13F-HR 0001398344-24-019709 filed by LIBERTY ONE INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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