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Disclosery

Sunbelt Securities, Inc.: SDY position timeline

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

Sunbelt Securities, Inc. held 39,851 SDY shares at 2026-03-31 per its 13F-HR filed 2026-05-18.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 39,851 shares
    Change vs previous 13F +244 shares

    0.37% of the 13F portfolio, value $5,815,795.

    13F-HR 0001062993-26-002743 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 39,607 shares
    Change vs previous 13F +27 shares

    0.37% of the 13F portfolio, value $5,511,652.

    13F-HR 0001062993-26-001089 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 39,580 shares
    Change vs previous 13F +1,234 shares

    0.38% of the 13F portfolio, value $5,543,143.

    13F-HR 0001062993-25-016949 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 38,346 shares
    Change vs previous 13F -939 shares

    0.45% of the 13F portfolio, value $5,065,459.

    13F-HR 0001062993-25-014406 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 39,285 shares
    Change vs previous 13F +939 shares

    0.48% of the 13F portfolio, value $5,330,146.

    13F-HR 0001062993-25-007885 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 38,346 shares
    Change vs previous 13F +28,166 shares

    0.44% of the 13F portfolio, value $5,048,586.

    13F-HR 0001062993-25-002659 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 10,180 shares
    Change vs previous 13F +418 shares

    0.14% of the 13F portfolio, value $1,445,991.

    13F-HR 0001062993-24-019240 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 9,762 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,241,517.

    13F-HR 0001062993-24-015215 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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