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Disclosery

SAGE RHINO CAPITAL LLC: SDY position timeline

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

SAGE RHINO CAPITAL LLC held 74,730 SDY shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 74,730 shares
    Change vs previous 13F -2,558 shares

    1.87% of the 13F portfolio, value $11,372,385.

    13F-HR 0001771605-26-000004 filed by SAGE RHINO CAPITAL 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 77,288 shares
    Change vs previous 13F -1,126 shares

    2.11% of the 13F portfolio, value $11,279,341.

    13F-HR 0001771605-26-000002 filed by SAGE RHINO CAPITAL 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 78,414 shares
    Change vs previous 13F +795 shares

    2.06% of the 13F portfolio, value $10,912,145.

    13F-HR 0001771605-26-000001 filed by SAGE RHINO CAPITAL 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 77,619 shares
    Change vs previous 13F -851 shares

    2.1% of the 13F portfolio, value $10,870,510.

    13F-HR 0001771605-25-000002 filed by SAGE RHINO CAPITAL 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 78,470 shares
    Change vs previous 13F -5,195 shares

    2.25% of the 13F portfolio, value $10,650,683.

    13F-HR 0001085146-25-003912 filed by SAGE RHINO CAPITAL 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 83,665 shares
    Change vs previous 13F -813 shares

    2.63% of the 13F portfolio, value $11,351,679.

    13F-HR 0001085146-25-002506 filed by SAGE RHINO CAPITAL 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 84,478 shares
    Change vs previous 13F +129 shares

    2.43% of the 13F portfolio, value $11,159,522.

    13F-HR 0001085146-25-000854 filed by SAGE RHINO CAPITAL 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 84,349 shares
    Change vs previous 13F not available

    2.65% of the 13F portfolio, value $11,980,909.

    13F-HR 0001085146-24-005305 filed by SAGE RHINO CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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