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Provident Wealth Management, LLC: SDY position timeline

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

Provident Wealth Management, LLC held 2,699 SDY shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,699 shares
    Change vs previous 13F +10 shares

    0.11% of the 13F portfolio, value $410,777.

    13F-HR 0001398344-26-013424 filed by Provident Wealth Management, 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 2,689 shares
    Change vs previous 13F +11 shares

    0.12% of the 13F portfolio, value $392,364.

    13F-HR 0001398344-26-006673 filed by Provident Wealth Management, 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 2,678 shares
    Change vs previous 13F +12 shares

    0.11% of the 13F portfolio, value $372,737.

    13F-HR 0001398344-26-001490 filed by Provident Wealth Management, 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 2,666 shares
    Change vs previous 13F +10 shares

    0.11% of the 13F portfolio, value $373,437.

    13F-HR 0001398344-25-019221 filed by Provident Wealth Management, 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 2,656 shares
    Change vs previous 13F +11 shares

    0.12% of the 13F portfolio, value $360,518.

    13F-HR 0001398344-25-013303 filed by Provident Wealth Management, 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 2,645 shares
    Change vs previous 13F +10 shares

    0.12% of the 13F portfolio, value $358,855.

    13F-HR 0001398344-25-007377 filed by Provident Wealth Management, 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 2,635 shares
    Change vs previous 13F +12 shares

    0.12% of the 13F portfolio, value $348,087.

    13F-HR 0001398344-25-001941 filed by Provident Wealth Management, 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 2,623 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $372,505.

    13F-HR 0001398344-24-018917 filed by Provident Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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