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Sandy Cove Advisors, LLC: DTD position timeline

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

Sandy Cove Advisors, LLC held 4,997 DTD shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,997 shares
    Change vs previous 13F +25 shares

    0.12% of the 13F portfolio, value $465,909.

    13F-HR 0001172661-26-002505 filed by Sandy Cove 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 ended2026-03-31
    13F 4,972 shares
    Change vs previous 13F +21 shares

    0.13% of the 13F portfolio, value $429,354.

    13F-HR 0001172661-26-001597 filed by Sandy Cove 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 ended2025-12-31
    13F 4,951 shares
    Change vs previous 13F -117 shares

    0.12% of the 13F portfolio, value $420,203.

    13F-HR 0001172661-26-000539 filed by Sandy Cove 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 ended2025-09-30
    13F 5,068 shares
    Change vs previous 13F -98 shares

    0.14% of the 13F portfolio, value $425,698.

    13F-HR 0001172661-25-004355 filed by Sandy Cove 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 ended2025-06-30
    13F 5,166 shares
    Change vs previous 13F -229 shares

    0.15% of the 13F portfolio, value $410,820.

    13F-HR 0001172661-25-002497 filed by Sandy Cove 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 ended2025-03-31
    13F 5,395 shares
    Change vs previous 13F -495 shares

    0.17% of the 13F portfolio, value $415,115.

    13F-HR 0001172661-25-001682 filed by Sandy Cove 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 ended2024-12-31
    13F 5,890 shares
    Change vs previous 13F -386 shares

    0.18% of the 13F portfolio, value $446,830.

    13F-HR 0001172661-25-000196 filed by Sandy Cove 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 ended2024-09-30
    13F 6,276 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $481,247.

    13F-HR 0001172661-24-004285 filed by Sandy Cove Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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