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SHRIER WEALTH MANAGEMENT, LLC: SDY position timeline

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

SHRIER WEALTH MANAGEMENT, LLC held 42,918 SDY shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42,918 shares
    Change vs previous 13F +1,690 shares

    2.2% of the 13F portfolio, value $6,531,316.

    13F-HR 0001951757-26-000983 filed by SHRIER WEALTH MANAGEMENT, 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 41,228 shares
    Change vs previous 13F +5,040 shares

    2.2% of the 13F portfolio, value $6,016,800.

    13F-HR 0001951757-26-000594 filed by SHRIER WEALTH MANAGEMENT, 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 36,188 shares
    Change vs previous 13F not available

    1.98% of the 13F portfolio, value $5,035,927.

    13F-HR 0001951757-26-000159 filed by SHRIER WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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