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Disclosery

Northeast Financial Consultants Inc: SDY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Northeast Financial Consultants Inc on SDY, newest first. How the timeline and the estimate are built.

Northeast Financial Consultants Inc held 6,838 SDY shares at 2025-06-30 per its 13F-HR filed 2025-08-15.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 6,838 shares
    Change vs previous 13F -2,455 shares

    0.04% of the 13F portfolio, value $928,128.

    13F-HR 0001599863-25-000007 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 9,293 shares
    Change vs previous 13F +56 shares

    0.06% of the 13F portfolio, value $1,260,822.

    13F-HR 0001599863-25-000005 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 9,237 shares
    Change vs previous 13F -552 shares

    0.05% of the 13F portfolio, value $1,220,242.

    13F-HR 0001599863-25-000003 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 9,789 shares
    Change vs previous 13F +53 shares

    0.06% of the 13F portfolio, value $1,390,448.

    13F-HR 0001599863-24-000010 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 9,736 shares
    Change vs previous 13F +63 shares

    0.06% of the 13F portfolio, value $1,238,215.

    13F-HR 0001599863-24-000008 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 9,673 shares
    Change vs previous 13F +52 shares

    0.06% of the 13F portfolio, value $1,269,497.

    13F-HR 0001599863-24-000006 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 9,621 shares
    Change vs previous 13F +74 shares

    0.07% of the 13F portfolio, value $1,202,333.

    13F-HR 0001599863-24-000002 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 9,547 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,098,054.

    13F-HR 0001599863-23-000009 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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