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Retirement Investment Advisors, Inc.: SDY position timeline

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

Retirement Investment Advisors, Inc. held 15,253 SDY shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,253 shares
    Change vs previous 13F -246 shares

    0.17% of the 13F portfolio, value $2,357,563.

    13F-HR 0001957886-26-000007 filed by Retirement Investment Advisors, Inc.
    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 15,499 shares
    Change vs previous 13F +39 shares

    0.17% of the 13F portfolio, value $2,157,105.

    13F-HR 0001957886-26-000006 filed by Retirement Investment Advisors, Inc.
    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 15,460 shares
    Change vs previous 13F -866 shares

    0.17% of the 13F portfolio, value $2,151,414.

    13F-HR 0001957886-26-000005 filed by Retirement Investment Advisors, Inc.
    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 16,326 shares
    Change vs previous 13F +57 shares

    0.19% of the 13F portfolio, value $2,286,456.

    13F-HR 0001957886-25-000007 filed by Retirement Investment Advisors, Inc.
    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 16,269 shares
    Change vs previous 13F -1 shares

    0.2% of the 13F portfolio, value $2,208,191.

    13F-HR 0001957886-25-000004 filed by Retirement Investment Advisors, Inc.
    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 16,270 shares
    Change vs previous 13F -162 shares

    0.22% of the 13F portfolio, value $2,207,514.

    13F-HR 0001957886-25-000003 filed by Retirement Investment Advisors, Inc.
    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 16,432 shares
    Change vs previous 13F -612 shares

    0.23% of the 13F portfolio, value $2,170,667.

    13F-HR 0001957886-25-000001 filed by Retirement Investment Advisors, Inc.
    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 17,044 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $2,420,930.

    13F-HR 0001957886-24-000007 filed by Retirement Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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