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Mutual Advisors, LLC: SDIV position timeline

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

Mutual Advisors, LLC held 18,652 SDIV 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 18,652 shares
    Change vs previous 13F +1,002 shares

    0.01% of the 13F portfolio, value $455,852.

    13F-HR 0001986152-26-000154 filed by Mutual 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 17,650 shares
    Change vs previous 13F +400 shares

    0.01% of the 13F portfolio, value $445,839.

    13F-HR 0001986152-26-000054 filed by Mutual 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 17,250 shares
    Change vs previous 13F +6,000 shares

    0.01% of the 13F portfolio, value $414,518.

    13F-HR 0001986152-26-000005 filed by Mutual 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 11,250 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $266,625.

    13F-HR 0001986152-25-000100 filed by Mutual Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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