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Moloney Securities Asset Management, LLC: SDY position timeline

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

Moloney Securities Asset Management, LLC held 16,594 SDY shares at 2025-09-30 per its 13F-HR filed 2025-11-05.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 16,594 shares
    Change vs previous 13F -787 shares

    0.28% of the 13F portfolio, value $2,323,946.

    13F-HR 0001697934-25-000007 filed by Moloney Securities Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 17,381 shares
    Change vs previous 13F -1,765 shares

    0.29% of the 13F portfolio, value $2,359,060.

    13F-HR 0001697934-25-000003 filed by Moloney Securities Asset 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 ended2025-03-31
    13F 19,146 shares
    Change vs previous 13F -8,695 shares

    0.35% of the 13F portfolio, value $2,597,730.

    13F-HR 0001697934-25-000002 filed by Moloney Securities Asset 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 ended2024-12-31
    13F 27,841 shares
    Change vs previous 13F -26 shares

    0.49% of the 13F portfolio, value $3,677,795.

    13F-HR 0001697934-25-000001 filed by Moloney Securities Asset 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 ended2024-09-30
    13F 27,867 shares
    Change vs previous 13F -2,536 shares

    0.53% of the 13F portfolio, value $3,958,295.

    13F-HR 0001697934-24-000006 filed by Moloney Securities Asset 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 ended2024-06-30
    13F 30,403 shares
    Change vs previous 13F +2,061 shares

    0.56% of the 13F portfolio, value $3,866,637.

    13F-HR 0001697934-24-000003 filed by Moloney Securities Asset 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 ended2024-03-31
    13F 28,342 shares
    Change vs previous 13F -1,000 shares

    0.56% of the 13F portfolio, value $3,719,652.

    13F-HR 0001697934-24-000002 filed by Moloney Securities Asset 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 ended2023-12-31
    13F 29,342 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $3,666,823.

    13F-HR 0001697934-24-000001 filed by Moloney Securities Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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