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Disclosery

PATRON PARTNERS, LLC: SDY position timeline

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

PATRON PARTNERS, LLC held 4,057 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 4,057 shares
    Change vs previous 13F +251 shares

    0.24% of the 13F portfolio, value $617,394.

    13F-HR 0001841768-26-000004 filed by PATRON 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 3,806 shares
    Change vs previous 13F -139 shares

    0.25% of the 13F portfolio, value $555,448.

    13F-HR 0001841768-26-000002 filed by PATRON 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 3,945 shares
    Change vs previous 13F -646 shares

    0.24% of the 13F portfolio, value $548,986.

    13F-HR 0001841768-26-000001 filed by PATRON 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 4,591 shares
    Change vs previous 13F -15 shares

    0.29% of the 13F portfolio, value $642,970.

    13F-HR 0001841768-25-000007 filed by PATRON 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 4,606 shares
    Change vs previous 13F -1,286 shares

    0.31% of the 13F portfolio, value $625,172.

    13F-HR 0001841768-25-000003 filed by PATRON 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 5,892 shares
    Change vs previous 13F -431 shares

    0.43% of the 13F portfolio, value $799,427.

    13F-HR 0001831263-25-000003 filed by PATRON 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 6,323 shares
    Change vs previous 13F -1,215 shares

    0.45% of the 13F portfolio, value $835,268.

    13F-HR 0001841768-25-000001 filed by PATRON 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 7,538 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $1,070,698.

    13F-HR 0001831263-24-000007 filed by PATRON PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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