Skip to content
Disclosery

TRUE Private Wealth Advisors: SDY position timeline

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

TRUE Private Wealth Advisors held 12,065 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 12,065 shares
    Change vs previous 13F -657 shares

    0.16% of the 13F portfolio, value $1,836,034.

    13F-HR 0001172661-26-002754 filed by TRUE Private Wealth Advisors
    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 12,722 shares
    Change vs previous 13F -2,789 shares

    0.18% of the 13F portfolio, value $1,856,695.

    13F-HR 0001172661-26-002230 filed by TRUE Private Wealth Advisors
    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 15,511 shares
    Change vs previous 13F -654 shares

    0.22% of the 13F portfolio, value $2,158,488.

    13F-HR 0001172661-26-000725 filed by TRUE Private Wealth Advisors
    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 16,165 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $2,264,014.

    13F-HR 0001172661-25-005117 filed by TRUE Private Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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