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MATRIX PRIVATE CAPITAL GROUP LLC: SDY position timeline

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

MATRIX PRIVATE CAPITAL GROUP LLC held 3,311 SDY shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,311 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $503,868.

    13F-HR 0001398344-26-014484 filed by MATRIX PRIVATE CAPITAL GROUP 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 3,311 shares
    Change vs previous 13F +60 shares

    0.23% of the 13F portfolio, value $483,207.

    13F-HR 0001398344-26-009225 filed by MATRIX PRIVATE CAPITAL GROUP 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 3,251 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $452,409.

    13F-HR 0001398344-26-003213 filed by MATRIX PRIVATE CAPITAL GROUP 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 3,251 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $455,303.

    13F-HR 0001398344-25-020899 filed by MATRIX PRIVATE CAPITAL GROUP 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 3,251 shares
    Change vs previous 13F -200 shares

    0.26% of the 13F portfolio, value $441,258.

    13F-HR 0001398344-25-015392 filed by MATRIX PRIVATE CAPITAL GROUP 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 3,451 shares
    Change vs previous 13F -290 shares

    0.28% of the 13F portfolio, value $468,232.

    13F-HR 0001398344-25-009460 filed by MATRIX PRIVATE CAPITAL GROUP 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 3,741 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $494,186.

    13F-HR 0001398344-25-002779 filed by MATRIX PRIVATE CAPITAL GROUP 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 3,741 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $531,372.

    13F-HR 0001398344-24-020739 filed by MATRIX PRIVATE CAPITAL GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

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