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Disclosery

Linscomb Wealth, Inc.: SDY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Linscomb Wealth, Inc. on SDY, newest first. How the timeline and the estimate are built.

Linscomb Wealth, Inc. held 242,037 SDY shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 242,037 shares
    Change vs previous 13F -14,871 shares

    1.6% of the 13F portfolio, value $36,833,262.

    13F-HR 0001172661-26-003004 filed by Linscomb Wealth, Inc.
    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 256,908 shares
    Change vs previous 13F -21,195 shares

    1.67% of the 13F portfolio, value $37,493,112.

    13F-HR 0001172661-26-001653 filed by Linscomb Wealth, Inc.
    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 278,103 shares
    Change vs previous 13F -260 shares

    1.62% of the 13F portfolio, value $38,700,828.

    13F-HR 0001172661-26-000549 filed by Linscomb Wealth, Inc.
    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 278,363 shares
    Change vs previous 13F -5,596 shares

    1.68% of the 13F portfolio, value $38,984,750.

    13F-HR 0001172661-25-004582 filed by Linscomb Wealth, Inc.
    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 283,959 shares
    Change vs previous 13F -2,571 shares

    1.77% of the 13F portfolio, value $38,541,744.

    13F-HR 0001172661-25-002865 filed by Linscomb Wealth, Inc.
    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 286,530 shares
    Change vs previous 13F -11,135 shares

    1.94% of the 13F portfolio, value $38,876,369.

    13F-HR 0001172661-25-001697 filed by Linscomb Wealth, Inc.
    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 297,665 shares
    Change vs previous 13F +2,408 shares

    1.96% of the 13F portfolio, value $39,321,486.

    13F-HR 0001172661-25-000505 filed by Linscomb Wealth, Inc.
    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 295,257 shares
    Change vs previous 13F not available

    2.08% of the 13F portfolio, value $41,938,319.

    13F-HR 0001172661-24-004484 filed by Linscomb Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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