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SC&H Financial Advisors, Inc.: SDY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SC&H Financial Advisors, Inc. on SDY, newest first. How the timeline and the estimate are built.

SC&H Financial Advisors, Inc. held 3,491 SDY shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,491 shares
    Change vs previous 13F -2,410 shares

    0.07% of the 13F portfolio, value $511,345.

    13F-HR 0001907898-26-000005 filed by SC&H Financial Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,901 shares
    Change vs previous 13F +1 shares

    0.12% of the 13F portfolio, value $898,006.

    13F-HR 0001907898-26-000004 filed by SC&H Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 5,900 shares
    Change vs previous 13F +2 shares

    0.13% of the 13F portfolio, value $860,974.

    13F-HR 0001907898-26-000002 filed by SC&H Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 5,898 shares
    Change vs previous 13F -61 shares

    0.13% of the 13F portfolio, value $820,790.

    13F-HR 0001085146-26-000096 filed by SC&H Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 5,959 shares
    Change vs previous 13F -433 shares

    0.14% of the 13F portfolio, value $834,498.

    13F-HR 0001907898-25-000003 filed by SC&H Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 6,392 shares
    Change vs previous 13F -700 shares

    0.15% of the 13F portfolio, value $867,595.

    13F-HR 0001085146-25-003920 filed by SC&H Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 7,092 shares
    Change vs previous 13F +1 shares

    0.19% of the 13F portfolio, value $962,177.

    13F-HR 0001085146-25-002250 filed by SC&H Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 7,091 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $936,725.

    13F-HR 0001085146-25-000543 filed by SC&H Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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