Skip to content
Disclosery

truNorth Financial Services, Inc.: SDY position timeline

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

truNorth Financial Services, Inc. held 16,065 SDY shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,065 shares
    Change vs previous 13F +647 shares

    2.19% of the 13F portfolio, value $2,444,829.

    13F-HR 0001999371-26-016466 filed by truNorth Financial Services, Inc.
    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 15,418 shares
    Change vs previous 13F +359 shares

    2.33% of the 13F portfolio, value $2,250,096.

    13F-HR 0002000324-26-001807 filed by truNorth Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 15,059 shares
    Change vs previous 13F not available

    2.27% of the 13F portfolio, value $2,095,612.

    13F-HR 0001999371-26-003391 filed by truNorth Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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