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Disclosery

Neumann Capital Management, LLC: SDY position timeline

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

Neumann Capital Management, LLC held 0 SDY shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -28,688 shares

    13F-HR 0001754960-26-000475 filed by Neumann Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 28,688 shares
    Change vs previous 13F -4,027 shares

    1.23% of the 13F portfolio, value $4,186,727.

    13F-HR 0001754960-26-000229 filed by Neumann Capital 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 ended2025-12-31
    13F 32,715 shares
    Change vs previous 13F -185 shares

    1.32% of the 13F portfolio, value $4,552,619.

    13F-HR 0001754960-26-000059 filed by Neumann Capital 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 ended2025-09-30
    13F 32,900 shares
    Change vs previous 13F -1,208 shares

    1.35% of the 13F portfolio, value $4,607,645.

    13F-HR 0001754960-25-000678 filed by Neumann Capital 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 ended2025-06-30
    13F 34,108 shares
    Change vs previous 13F -630 shares

    1.46% of the 13F portfolio, value $4,629,479.

    13F-HR 0001754960-25-000413 filed by Neumann Capital 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 ended2025-03-31
    13F 34,738 shares
    Change vs previous 13F -5,270 shares

    1.63% of the 13F portfolio, value $4,713,252.

    13F-HR 0001754960-25-000201 filed by Neumann Capital 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 ended2024-12-31
    13F 40,008 shares
    Change vs previous 13F -5,400 shares

    1.76% of the 13F portfolio, value $5,285,057.

    13F-HR 0001754960-25-000048 filed by Neumann Capital 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 ended2024-09-30
    13F 45,408 shares
    Change vs previous 13F not available

    2.15% of the 13F portfolio, value $6,449,752.

    13F-HR 0001172661-24-004478 filed by Neumann Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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