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Disclosery

McCarthy & Cox: SDY position timeline

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

McCarthy & Cox held 1,652 SDY shares at 2025-12-31 per its 13F-HR filed 2026-01-23.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 1,652 shares
    Change vs previous 13F -1,004 shares

    2.79% of the 13F portfolio, value $229,892.

    13F-HR 0002020726-26-000001 filed by McCarthy & Cox
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 2,656 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $371,998.

    13F-HR 0001085146-25-005934 filed by McCarthy & Cox
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 2,656 shares
    Change vs previous 13F -17 shares

    0.09% of the 13F portfolio, value $360,523.

    13F-HR 0001085146-25-003867 filed by McCarthy & Cox
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 2,673 shares
    Change vs previous 13F +147 shares

    0.16% of the 13F portfolio, value $362,619.

    13F-HR 0001085146-25-002083 filed by McCarthy & Cox
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 2,526 shares
    Change vs previous 13F +1 shares

    0.12% of the 13F portfolio, value $333,619.

    13F-HR 0001085146-25-000278 filed by McCarthy & Cox
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 2,525 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $358,704.

    13F-HR 0001085146-24-004832 filed by McCarthy & Cox
    Filed (acceptance time not in the bulk data set), ingested

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