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Disclosery

Sugar Maple Asset Management, LLC: SDY position timeline

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

Sugar Maple Asset Management, LLC held 18,606 SDY shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,606 shares
    Change vs previous 13F -166 shares

    1.83% of the 13F portfolio, value $2,831,461.

    13F-HR 0002012673-26-000004 filed by Sugar Maple Asset 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 18,772 shares
    Change vs previous 13F -250 shares

    1.66% of the 13F portfolio, value $2,739,586.

    13F-HR 0002012673-26-000002 filed by Sugar Maple Asset 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 19,022 shares
    Change vs previous 13F 0 shares

    1.78% of the 13F portfolio, value $2,647,102.

    13F-HR 0002012673-26-000001 filed by Sugar Maple Asset Management, 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 19,022 shares
    Change vs previous 13F -2,250 shares

    1.91% of the 13F portfolio, value $2,664,031.

    13F-HR 0002012673-25-000005 filed by Sugar Maple Asset Management, 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 21,272 shares
    Change vs previous 13F -6,300 shares

    2.25% of the 13F portfolio, value $2,887,249.

    13F-HR 0002012673-25-000003 filed by Sugar Maple Asset Management, 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 27,572 shares
    Change vs previous 13F +50 shares

    2.94% of the 13F portfolio, value $3,740,969.

    13F-HR 0002012673-25-000002 filed by Sugar Maple Asset Management, 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 27,522 shares
    Change vs previous 13F -540 shares

    2.77% of the 13F portfolio, value $3,635,656.

    13F-HR 0002012673-25-000001 filed by Sugar Maple Asset Management, 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 28,062 shares
    Change vs previous 13F not available

    3.46% of the 13F portfolio, value $3,985,926.

    13F-HR 0002012673-24-000002 filed by Sugar Maple Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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