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Disclosery

Sara-Bay Financial: DE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sara-Bay Financial on DE, newest first. How the timeline and the estimate are built.

Sara-Bay Financial held 1,095 DE 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 1,095 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $694,591.

    13F-HR 0001816444-26-000003 filed by Sara-Bay Financial
    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 1,095 shares
    Change vs previous 13F -2 shares

    0.19% of the 13F portfolio, value $616,814.

    13F-HR 0001816444-26-000002 filed by Sara-Bay Financial
    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 1,097 shares
    Change vs previous 13F +14 shares

    0.15% of the 13F portfolio, value $515,524.

    13F-HR 0001816444-26-000001 filed by Sara-Bay Financial
    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 1,083 shares
    Change vs previous 13F -350 shares

    0.14% of the 13F portfolio, value $495,213.

    13F-HR 0001816444-25-000006 filed by Sara-Bay Financial
    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 1,433 shares
    Change vs previous 13F -31 shares

    0.26% of the 13F portfolio, value $728,666.

    13F-HR 0001816444-25-000003 filed by Sara-Bay Financial
    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 1,464 shares
    Change vs previous 13F +9 shares

    0.3% of the 13F portfolio, value $681,214.

    13F-HR 0001816444-25-000002 filed by Sara-Bay Financial
    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 1,455 shares
    Change vs previous 13F +35 shares

    0.23% of the 13F portfolio, value $617,851.

    13F-HR 0001816444-25-000001 filed by Sara-Bay Financial
    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 1,420 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $592,609.

    13F-HR 0001816444-24-000004 filed by Sara-Bay Financial
    Filed (acceptance time not in the bulk data set), ingested

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