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Disclosery

REBALANCE, LLC: SDY position timeline

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

REBALANCE, LLC held 11,770 SDY shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,770 shares
    Change vs previous 13F +97 shares

    0.09% of the 13F portfolio, value $1,791,174.

    13F-HR 0001811052-26-000007 filed by REBALANCE, 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 11,673 shares
    Change vs previous 13F +67 shares

    0.1% of the 13F portfolio, value $1,703,599.

    13F-HR 0001811052-26-000006 filed by REBALANCE, 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 11,606 shares
    Change vs previous 13F +439 shares

    0.09% of the 13F portfolio, value $1,615,035.

    13F-HR 0001811052-26-000002 filed by REBALANCE, 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 11,167 shares
    Change vs previous 13F +69 shares

    0.09% of the 13F portfolio, value $1,563,987.

    13F-HR 0001811052-25-000007 filed by REBALANCE, 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 11,098 shares
    Change vs previous 13F +76 shares

    0.1% of the 13F portfolio, value $1,506,277.

    13F-HR 0001811052-25-000006 filed by REBALANCE, 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 11,022 shares
    Change vs previous 13F +67 shares

    0.11% of the 13F portfolio, value $1,495,450.

    13F-HR 0001811052-25-000005 filed by REBALANCE, 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 10,955 shares
    Change vs previous 13F +85 shares

    0.11% of the 13F portfolio, value $1,447,147.

    13F-HR 0001811052-25-000002 filed by REBALANCE, 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 10,870 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,543,993.

    13F-HR 0001811052-24-000008 filed by REBALANCE, LLC
    Filed (acceptance time not in the bulk data set), ingested

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