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MARINO, STRAM & ASSOCIATES LLC: SDY position timeline

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

MARINO, STRAM & ASSOCIATES LLC held 279,804 SDY shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 279,804 shares
    Change vs previous 13F +1,153 shares

    6.78% of the 13F portfolio, value $42,580,536.

    13F-HR 0001951757-26-001048 filed by MARINO, STRAM & ASSOCIATES 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 278,651 shares
    Change vs previous 13F -1,174 shares

    7.31% of the 13F portfolio, value $40,666,302.

    13F-HR 0001951757-26-000754 filed by MARINO, STRAM & ASSOCIATES 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 279,825 shares
    Change vs previous 13F -1,662 shares

    7.04% of the 13F portfolio, value $38,940,450.

    13F-HR 0001951757-26-000205 filed by MARINO, STRAM & ASSOCIATES 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 281,487 shares
    Change vs previous 13F +1,750 shares

    7.09% of the 13F portfolio, value $39,422,317.

    13F-HR 0001951757-25-001240 filed by MARINO, STRAM & ASSOCIATES 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 279,737 shares
    Change vs previous 13F +3,873 shares

    7.66% of the 13F portfolio, value $37,968,690.

    13F-HR 0001951757-25-000895 filed by MARINO, STRAM & ASSOCIATES 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 275,864 shares
    Change vs previous 13F +3,838 shares

    8.31% of the 13F portfolio, value $37,429,222.

    13F-HR 0001951757-25-000382 filed by MARINO, STRAM & ASSOCIATES 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 272,026 shares
    Change vs previous 13F +3,488 shares

    7.95% of the 13F portfolio, value $35,934,690.

    13F-HR 0001951757-25-000070 filed by MARINO, STRAM & ASSOCIATES 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 268,538 shares
    Change vs previous 13F not available

    8.51% of the 13F portfolio, value $38,143,106.

    13F-HR 0001951757-24-001091 filed by MARINO, STRAM & ASSOCIATES LLC
    Filed (acceptance time not in the bulk data set), ingested

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