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Private Portfolio Partners LLC: SDY position timeline

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

Private Portfolio Partners LLC held 5,579 SDY shares at 2024-12-31 per its 13F-HR filed 2025-02-12.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 5,579 shares
    Change vs previous 13F +31 shares

    0.14% of the 13F portfolio, value $737,022.

    13F-HR 0001766520-25-000001 filed by Private Portfolio 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 ended2024-09-30
    13F 5,548 shares
    Change vs previous 13F -225 shares

    0.15% of the 13F portfolio, value $788,041.

    13F-HR 0001766520-24-000006 filed by Private Portfolio 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 ended2024-06-30
    13F 5,773 shares
    Change vs previous 13F +37 shares

    0.6% of the 13F portfolio, value $734,210.

    13F-HR 0001766520-24-000003 filed by Private Portfolio 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 ended2024-03-31
    13F 5,736 shares
    Change vs previous 13F +34 shares

    0.16% of the 13F portfolio, value $752,848.

    13F-HR 0001766520-24-000002 filed by Private Portfolio 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 ended2023-12-31
    13F 5,702 shares
    Change vs previous 13F -593 shares

    0.16% of the 13F portfolio, value $712,637.

    13F-HR 0001766520-24-000001 filed by Private Portfolio 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 ended2023-09-30
    13F 6,295 shares
    Change vs previous 13F -184 shares

    0.19% of the 13F portfolio, value $724,009.

    13F-HR 0001766520-23-000004 filed by Private Portfolio 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 ended2023-06-30
    13F 6,479 shares
    Change vs previous 13F -25 shares

    0.2% of the 13F portfolio, value $794,214.

    13F-HR 0001766520-23-000003 filed by Private Portfolio 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 ended2023-03-31
    13F 6,504 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $804,610.

    13F-HR 0001766520-23-000001 filed by Private Portfolio Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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