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MSH Capital Advisors LLC: SDY position timeline

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

MSH Capital Advisors LLC held 92,839 SDY shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 92,839 shares
    Change vs previous 13F +1,147 shares

    2.46% of the 13F portfolio, value $14,128,183.

    13F-HR 0001420506-26-001502 filed by MSH Capital Advisors 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 91,692 shares
    Change vs previous 13F +7,730 shares

    2.83% of the 13F portfolio, value $13,381,537.

    13F-HR 0001420506-26-000884 filed by MSH Capital Advisors 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 83,962 shares
    Change vs previous 13F +2,858 shares

    2.5% of the 13F portfolio, value $11,684,198.

    13F-HR 0001420506-26-000212 filed by MSH Capital Advisors 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 81,104 shares
    Change vs previous 13F +1,899 shares

    3.04% of the 13F portfolio, value $11,358,680.

    13F-HR 0001420506-25-003041 filed by MSH Capital Advisors 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 79,205 shares
    Change vs previous 13F +4,894 shares

    3.1% of the 13F portfolio, value $10,750,553.

    13F-HR 0001420506-25-001568 filed by MSH Capital Advisors 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 74,311 shares
    Change vs previous 13F +5,981 shares

    3.12% of the 13F portfolio, value $10,082,494.

    13F-HR 0001420506-25-000992 filed by MSH Capital Advisors 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 68,330 shares
    Change vs previous 13F +5,667 shares

    2.84% of the 13F portfolio, value $9,026,418.

    13F-HR 0001420506-25-000392 filed by MSH Capital Advisors 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 62,663 shares
    Change vs previous 13F not available

    2.72% of the 13F portfolio, value $8,900,716.

    13F-HR 0001420506-25-000421 filed by MSH Capital Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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