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Disclosery

NWF Advisory Services Inc.: SDY position timeline

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

NWF Advisory Services Inc. held 183,880 SDY shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 183,880 shares
    Change vs previous 13F +5,851 shares

    2.63% of the 13F portfolio, value $27,982,587.

    13F-HR 0002085853-26-000893 filed by NWF Advisory Services Inc.
    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 178,029 shares
    Change vs previous 13F -4,401 shares

    2.93% of the 13F portfolio, value $25,981,289.

    13F-HR 0002085853-26-000556 filed by NWF Advisory Services Inc.
    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 182,430 shares
    Change vs previous 13F -3,687 shares

    2.81% of the 13F portfolio, value $25,386,705.

    13F-HR 0002085853-26-000290 filed by NWF Advisory Services Inc.
    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 186,117 shares
    Change vs previous 13F +3,800 shares

    2.86% of the 13F portfolio, value $26,065,456.

    13F-HR 0002085853-25-000210 filed by NWF Advisory Services Inc.
    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 182,317 shares
    Change vs previous 13F +278 shares

    2.95% of the 13F portfolio, value $24,745,776.

    13F-HR 0001667731-25-001273 filed by NWF Advisory Services Inc.
    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 182,039 shares
    Change vs previous 13F -5,433 shares

    3.47% of the 13F portfolio, value $24,698,939.

    13F-HR 0001667731-25-001092 filed by NWF Advisory Services Inc.
    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 187,472 shares
    Change vs previous 13F +2,785 shares

    3.63% of the 13F portfolio, value $24,764,967.

    13F-HR 0001667731-25-000641 filed by NWF Advisory Services Inc.
    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 184,687 shares
    Change vs previous 13F not available

    3.81% of the 13F portfolio, value $26,232,822.

    13F-HR 0002085853-25-000017 filed by NWF Advisory Services Inc.
    Filed (acceptance time not in the bulk data set), ingested

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