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Disclosery

&PARTNERS: SDY position timeline

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

&PARTNERS held 90,166 SDY 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 90,166 shares
    Change vs previous 13F +2,682 shares

    0.06% of the 13F portfolio, value $13,718,167.

    13F-HR 0001214659-26-010148 filed by &PARTNERS
    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 87,484 shares
    Change vs previous 13F -21,503 shares

    0.06% of the 13F portfolio, value $12,764,809.

    13F-HR 0001214659-26-006256 filed by &PARTNERS
    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 108,987 shares
    Change vs previous 13F +9,998 shares

    0.08% of the 13F portfolio, value $15,161,646.

    13F-HR 0001214659-26-001828 filed by &PARTNERS
    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 98,989 shares
    Change vs previous 13F -1,354 shares

    0.09% of the 13F portfolio, value $13,862,297.

    13F-HR 0001214659-25-016487 filed by &PARTNERS
    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 100,343 shares
    Change vs previous 13F +37,659 shares

    0.1% of the 13F portfolio, value $13,611,471.

    13F-HR 0001214659-25-012047 filed by &PARTNERS
    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 62,684 shares
    Change vs previous 13F +3,674 shares

    0.09% of the 13F portfolio, value $8,417,861.

    13F-HR 0001214659-25-007673 filed by &PARTNERS
    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 59,010 shares
    Change vs previous 13F +8,790 shares

    0.09% of the 13F portfolio, value $7,780,594.

    13F-HR 0001214659-25-002647 filed by &PARTNERS
    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 50,220 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $7,096,186.

    13F-HR 0001214659-24-018930 filed by &PARTNERS
    Filed (acceptance time not in the bulk data set), ingested

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