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Richard Bernstein Advisors LLC: SDY position timeline

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

Richard Bernstein Advisors LLC held 1,139,462 SDY shares at 2026-03-31 per its 13F-HR filed 2026-04-22.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 1,139,462 shares
    Change vs previous 13F +120,778 shares

    4.82% of the 13F portfolio, value $166,296,653.

    13F-HR 0001420506-26-000702 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 1,018,684 shares
    Change vs previous 13F -20,695 shares

    4.17% of the 13F portfolio, value $141,763,064.

    13F-HR 0001420506-26-000132 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 1,039,379 shares
    Change vs previous 13F -35,958 shares

    4.12% of the 13F portfolio, value $144,349,102.

    13F-HR 0001420506-25-003180 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 1,075,337 shares
    Change vs previous 13F -83,566 shares

    3.6% of the 13F portfolio, value $145,958,289.

    13F-HR 0001420506-25-001714 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 1,158,903 shares
    Change vs previous 13F -53,206 shares

    3.8% of the 13F portfolio, value $157,239,934.

    13F-HR 0001420506-25-000829 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 1,212,109 shares
    Change vs previous 13F -26,509 shares

    3.63% of the 13F portfolio, value $160,119,617.

    13F-HR 0001420506-25-000134 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 1,238,618 shares
    Change vs previous 13F -48,516 shares

    3.77% of the 13F portfolio, value $175,933,198.

    13F-HR 0001420506-24-002253 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 1,287,134 shares
    Change vs previous 13F not available

    3.63% of the 13F portfolio, value $163,697,764.

    13F-HR 0001420506-24-001201 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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