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Disclosery

Strategent Financial, LLC: SDY position timeline

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

Strategent Financial, LLC held 32,687 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 32,687 shares
    Change vs previous 13F -684 shares

    2.87% of the 13F portfolio, value $4,974,308.

    13F-HR 0002052737-26-000003 filed by Strategent Financial, 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 33,371 shares
    Change vs previous 13F -2,142 shares

    3.31% of the 13F portfolio, value $4,870,164.

    13F-HR 0002052737-26-000002 filed by Strategent Financial, 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 35,513 shares
    Change vs previous 13F -2,408 shares

    3.13% of the 13F portfolio, value $4,941,990.

    13F-HR 0002052737-26-000001 filed by Strategent Financial, 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 37,921 shares
    Change vs previous 13F -731 shares

    3.8% of the 13F portfolio, value $5,310,837.

    13F-HR 0002052737-25-000006 filed by Strategent Financial, 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 38,652 shares
    Change vs previous 13F -241 shares

    4.09% of the 13F portfolio, value $5,246,236.

    13F-HR 0002052737-25-000005 filed by Strategent Financial, 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 38,893 shares
    Change vs previous 13F -223 shares

    4.78% of the 13F portfolio, value $5,277,003.

    13F-HR 0002052737-25-000002 filed by Strategent Financial, 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 39,116 shares
    Change vs previous 13F not available

    5.13% of the 13F portfolio, value $5,167,224.

    13F-HR 0002052737-25-000001 filed by Strategent Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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