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Disclosery

Private Wealth Group, LLC: SDY position timeline

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

Private Wealth Group, LLC held 32,919 SDY shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,919 shares
    Change vs previous 13F -18,442 shares

    1.93% of the 13F portfolio, value $5,009,537.

    13F-HR 0001420506-26-001200 filed by Private Wealth Group, 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/A 51,361 shares
    Change vs previous 13F +1,290 shares

    3.5% of the 13F portfolio, value $7,495,551.

    13F-HR/A 0001420506-26-000712 filed by Private Wealth Group, 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 50,071 shares
    Change vs previous 13F +1,449 shares

    3.34% of the 13F portfolio, value $6,967,811.

    13F-HR 0001420506-26-000029 filed by Private Wealth Group, 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 48,622 shares
    Change vs previous 13F -2,952 shares

    3.39% of the 13F portfolio, value $6,809,441.

    13F-HR 0001420506-25-002897 filed by Private Wealth Group, 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 51,574 shares
    Change vs previous 13F +3,473 shares

    3.72% of the 13F portfolio, value $7,000,071.

    13F-HR 0001420506-25-001548 filed by Private Wealth Group, 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 48,101 shares
    Change vs previous 13F -1,354 shares

    3.84% of the 13F portfolio, value $6,526,276.

    13F-HR 0001420506-25-000781 filed by Private Wealth Group, 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 49,455 shares
    Change vs previous 13F +1,300 shares

    3.19% of the 13F portfolio, value $6,532,939.

    13F-HR 0001420506-25-000046 filed by Private Wealth Group, 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 48,155 shares
    Change vs previous 13F not available

    3.42% of the 13F portfolio, value $6,839,936.

    13F-HR 0001420506-24-002180 filed by Private Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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