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McNaughton Wealth Management, LLC: SDY position timeline

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

McNaughton Wealth Management, LLC held 10,043 SDY shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 10,043 shares
    Change vs previous 13F +1 shares

    0.51% of the 13F portfolio, value $1,471,119.

    13F-HR 0001085146-26-000835 filed by McNaughton Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 10,042 shares
    Change vs previous 13F -111 shares

    0.54% of the 13F portfolio, value $1,528,249.

    13F-HR 0001802691-26-000004 filed by McNaughton Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 10,153 shares
    Change vs previous 13F -532 shares

    0.61% of the 13F portfolio, value $1,481,669.

    13F-HR 0001802691-26-000002 filed by McNaughton Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 10,685 shares
    Change vs previous 13F -69 shares

    0.61% of the 13F portfolio, value $1,486,905.

    13F-HR 0001802691-26-000001 filed by McNaughton Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 10,754 shares
    Change vs previous 13F -89 shares

    0.64% of the 13F portfolio, value $1,506,095.

    13F-HR 0001085146-25-005827 filed by McNaughton Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 10,843 shares
    Change vs previous 13F +44 shares

    0.66% of the 13F portfolio, value $1,471,751.

    13F-HR 0001085146-25-004023 filed by McNaughton Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 10,799 shares
    Change vs previous 13F -898 shares

    0.71% of the 13F portfolio, value $1,465,263.

    13F-HR 0001085146-25-001950 filed by McNaughton Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 11,697 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $1,545,131.

    13F-HR 0001085146-25-000158 filed by McNaughton Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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