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Disclosery

TL Private Wealth: SDY position timeline

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

TL Private Wealth held 38,961 SDY shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,961 shares
    Change vs previous 13F -1,274 shares

    2.22% of the 13F portfolio, value $6,063,057.

    13F-HR 0001802868-26-000004 filed by TL Private Wealth
    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 40,235 shares
    Change vs previous 13F -114 shares

    2.34% of the 13F portfolio, value $5,927,055.

    13F-HR 0001802868-26-000003 filed by TL Private Wealth
    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/A 40,349 shares
    Change vs previous 13F -641 shares

    2.23% of the 13F portfolio, value $5,792,893.

    13F-HR/A 0001802868-26-000002 filed by TL Private Wealth
    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 40,990 shares
    Change vs previous 13F -1,668 shares

    2.27% of the 13F portfolio, value $5,657,877.

    13F-HR 0001802868-25-000010 filed by TL Private Wealth
    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 42,658 shares
    Change vs previous 13F +633 shares

    2.44% of the 13F portfolio, value $5,876,630.

    13F-HR 0001802868-25-000004 filed by TL Private Wealth
    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 42,025 shares
    Change vs previous 13F +1,423 shares

    2.53% of the 13F portfolio, value $5,109,384.

    13F-HR 0001802868-25-000003 filed by TL Private Wealth
    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 40,602 shares
    Change vs previous 13F -1,477 shares

    2.4% of the 13F portfolio, value $5,352,957.

    13F-HR 0001802868-25-000001 filed by TL Private Wealth
    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 42,079 shares
    Change vs previous 13F not available

    2.63% of the 13F portfolio, value $5,882,577.

    13F-HR 0001802868-24-000005 filed by TL Private Wealth
    Filed (acceptance time not in the bulk data set), ingested

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