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Roger Wittlin Investment Advisory, LLC: SDY position timeline

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

Roger Wittlin Investment Advisory, LLC held 7,403 SDY shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,403 shares
    Change vs previous 13F -220 shares

    0.89% of the 13F portfolio, value $1,126,696.

    13F-HR 0001172661-26-002657 filed by Roger Wittlin Investment Advisory, 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 7,623 shares
    Change vs previous 13F -2,515 shares

    0.91% of the 13F portfolio, value $1,112,558.

    13F-HR 0001172661-26-001813 filed by Roger Wittlin Investment Advisory, 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 10,138 shares
    Change vs previous 13F -2,640 shares

    0.99% of the 13F portfolio, value $1,410,780.

    13F-HR 0001172661-26-000229 filed by Roger Wittlin Investment Advisory, 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 12,778 shares
    Change vs previous 13F -677 shares

    0.99% of the 13F portfolio, value $1,789,578.

    13F-HR 0001172661-25-004429 filed by Roger Wittlin Investment Advisory, 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 13,455 shares
    Change vs previous 13F -15 shares

    1.02% of the 13F portfolio, value $1,826,218.

    13F-HR 0001172661-25-002607 filed by Roger Wittlin Investment Advisory, 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 13,470 shares
    Change vs previous 13F +15 shares

    1.07% of the 13F portfolio, value $1,827,562.

    13F-HR 0001172661-25-001553 filed by Roger Wittlin Investment Advisory, 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 13,455 shares
    Change vs previous 13F +355 shares

    1% of the 13F portfolio, value $1,777,420.

    13F-HR 0001172661-25-000714 filed by Roger Wittlin Investment Advisory, 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 13,100 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $1,860,663.

    13F-HR 0001172661-24-004523 filed by Roger Wittlin Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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