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Torrey-Payne Wealth Management, LLC: SDY position timeline

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

Torrey-Payne Wealth Management, LLC held 39,173 SDY shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,173 shares
    Change vs previous 13F +2,374 shares

    4.9% of the 13F portfolio, value $5,961,347.

    13F-HR 0002112151-26-000003 filed by Torrey-Payne 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 36,799 shares
    Change vs previous 13F +398 shares

    4.93% of the 13F portfolio, value $5,370,446.

    13F-HR 0002112151-26-000002 filed by Torrey-Payne 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 36,401 shares
    Change vs previous 13F not available

    4.79% of the 13F portfolio, value $5,340,755.

    13F-HR 0002112151-26-000001 filed by Torrey-Payne Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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