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Disclosery

NorthRock Partners, LLC: SDY position timeline

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

NorthRock Partners, LLC held 31,048 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 31,048 shares
    Change vs previous 13F +1,520 shares

    0.07% of the 13F portfolio, value $4,724,847.

    13F-HR 0001172661-26-003263 filed by NorthRock Partners, 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 29,528 shares
    Change vs previous 13F -634 shares

    0.07% of the 13F portfolio, value $4,309,406.

    13F-HR 0001172661-26-002224 filed by NorthRock Partners, 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 30,162 shares
    Change vs previous 13F +365 shares

    0.07% of the 13F portfolio, value $4,197,441.

    13F-HR 0001172661-26-001063 filed by NorthRock Partners, 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 29,797 shares
    Change vs previous 13F +1,462 shares

    0.08% of the 13F portfolio, value $4,173,073.

    13F-HR 0001172661-25-004787 filed by NorthRock Partners, 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/A 28,335 shares
    Change vs previous 13F -2,281 shares

    0.1% of the 13F portfolio, value $3,845,972.

    13F-HR/A 0001172661-25-004912 filed by NorthRock Partners, 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 30,616 shares
    Change vs previous 13F -2,165 shares

    0.14% of the 13F portfolio, value $4,153,947.

    13F-HR 0001398344-25-008966 filed by NorthRock Partners, 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/A 32,781 shares
    Change vs previous 13F -1,821 shares

    0.14% of the 13F portfolio, value $4,330,322.

    13F-HR/A 0001398344-25-007448 filed by NorthRock Partners, 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/A 34,602 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $4,914,827.

    13F-HR/A 0001398344-25-007446 filed by NorthRock Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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