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Performa Ltd (US), LLC: SDY position timeline

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

Performa Ltd (US), LLC held 9,455 SDY shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,455 shares
    Change vs previous 13F +9,455 shares

    0.23% of the 13F portfolio, value $1,438,862.

    13F-HR 0001650303-26-000004 filed by Performa Ltd (US), LLC
    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 0 shares
    Change vs previous 13F -14,763 shares

    13F-HR 0001650303-25-000002 filed by Performa Ltd (US), LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2024-12-31
    13F 14,763 shares
    Change vs previous 13F 0 shares

    0.69% of the 13F portfolio, value $1,950,192.

    13F-HR 0001650303-25-000001 filed by Performa Ltd (US), LLC
    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 14,763 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $2,096,937.

    13F-HR 0001650303-24-000006 filed by Performa Ltd (US), LLC
    Filed (acceptance time not in the bulk data set), ingested

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