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Disclosery

Reality Financial Planning Services, LLC: SDY position timeline

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

Reality Financial Planning Services, LLC held 7,310 SDY shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,310 shares
    Change vs previous 13F 0 shares

    1.07% of the 13F portfolio, value $1,112,436.

    13F-HR 0002110687-26-000003 filed by Reality Financial Planning Services, 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 7,310 shares
    Change vs previous 13F -332 shares

    1.03% of the 13F portfolio, value $1,066,821.

    13F-HR 0002110687-26-000002 filed by Reality Financial Planning Services, 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 7,642 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $1,063,461.

    13F-HR 0002110687-26-000001 filed by Reality Financial Planning Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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