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Revisor Wealth Management LLC: SDY position timeline

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

Revisor Wealth Management LLC held 2,740 SDY shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,740 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $416,908.

    13F-HR 0001754960-26-000579 filed by Revisor 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 2,740 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $399,813.

    13F-HR 0001754960-26-000321 filed by Revisor 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 2,740 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $402,799.

    13F-HR 0001754960-26-000125 filed by Revisor 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 2,740 shares
    Change vs previous 13F -56 shares

    0.13% of the 13F portfolio, value $380,965.

    13F-HR 0001754960-25-000658 filed by Revisor 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 2,796 shares
    Change vs previous 13F +16 shares

    0.14% of the 13F portfolio, value $390,429.

    13F-HR 0001754960-25-000376 filed by Revisor 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 2,780 shares
    Change vs previous 13F +2,780 shares

    0.17% of the 13F portfolio, value $377,132.

    13F-HR 0001754960-25-000257 filed by Revisor 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 0 shares
    Change vs previous 13F -2,266 shares

    13F-HR 0001754960-25-000149 filed by Revisor Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  8. period ended2024-09-30
    13F 2,266 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $321,863.

    13F-HR 0001754960-24-000554 filed by Revisor Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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