Martin Capital Partners, LLC: SDY position timeline

Martin Capital Partners, LLC held 4,043 SDY shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 4,043 shares

   Change vs previous 13F +106 shares

   0.21% of the 13F portfolio, value $592,219.

   13F-HR 0001731216-26-000004 filed by Martin Capital Partners, LLC
   Accepted 2026-10-07 14:28:03 UTC, ingested 2026-10-07 14:28:29 UTC

2. period ended2026-06-30

   13F 3,937 shares

   Change vs previous 13F -259 shares

   0.22% of the 13F portfolio, value $599,133.

   13F-HR 0001731216-26-000003 filed by Martin Capital Partners, LLC
   Filed 2026-07-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

3. period ended2026-03-31

   13F 4,196 shares

   Change vs previous 13F -2,477 shares

   0.23% of the 13F portfolio, value $612,000.

   13F-HR 0001731216-26-000002 filed by Martin Capital Partners, LLC
   Filed 2026-04-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

4. period ended2025-12-31

   13F 6,673 shares

   Change vs previous 13F +2,221 shares

   0.35% of the 13F portfolio, value $929,000.

   13F-HR 0001731216-26-000001 filed by Martin Capital Partners, LLC
   Filed 2026-01-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

5. period ended2025-09-30

   13F 4,452 shares

   Change vs previous 13F +106 shares

   0.24% of the 13F portfolio, value $624,000.

   13F-HR 0001731216-25-000005 filed by Martin Capital Partners, LLC
   Filed 2025-10-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

6. period ended2025-06-30

   13F 4,346 shares

   Change vs previous 13F +4,346 shares

   0.23% of the 13F portfolio, value $590,000.

   13F-HR 0001731216-25-000003 filed by Martin Capital Partners, LLC
   Filed 2025-07-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

7. period ended2025-03-31

   13F 0 shares

   Change vs previous 13F -3,045 shares

   13F-HR 0001731216-25-000002 filed by Martin Capital Partners, LLC
   Filed 2025-04-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

   Exited: the 13F for this period no longer lists the position.

8. period ended2024-12-31

   13F 3,045 shares

   Change vs previous 13F not available

   0.48% of the 13F portfolio, value $402,000.

   13F-HR 0001731216-25-000001 filed by Martin Capital Partners, LLC
   Filed 2025-01-27 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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