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Disclosery

Tufton Capital Management: SDY position timeline

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

Tufton Capital Management held 10,716 SDY shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,716 shares
    Change vs previous 13F -655 shares

    0.27% of the 13F portfolio, value $1,630,000.

    13F-HR 0001055963-26-000003 filed by Tufton Capital Management
    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 11,371 shares
    Change vs previous 13F +6 shares

    0.3% of the 13F portfolio, value $1,659,000.

    13F-HR 0001055963-26-000002 filed by Tufton Capital Management
    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 11,365 shares
    Change vs previous 13F -930 shares

    0.28% of the 13F portfolio, value $1,581,000.

    13F-HR 0001055963-26-000001 filed by Tufton Capital Management
    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 12,295 shares
    Change vs previous 13F +1,112 shares

    0.31% of the 13F portfolio, value $1,721,000.

    13F-HR 0001055963-25-000005 filed by Tufton Capital Management
    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 11,183 shares
    Change vs previous 13F -235 shares

    0.29% of the 13F portfolio, value $1,517,000.

    13F-HR 0001055963-25-000003 filed by Tufton Capital Management
    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 11,418 shares
    Change vs previous 13F -530 shares

    0.3% of the 13F portfolio, value $1,549,194.

    13F-HR 0001055963-25-000002 filed by Tufton Capital Management
    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 11,948 shares
    Change vs previous 13F -617 shares

    0.3% of the 13F portfolio, value $1,578,330.

    13F-HR 0001055963-25-000001 filed by Tufton Capital Management
    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 12,565 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $1,784,732.

    13F-HR 0001055963-24-000004 filed by Tufton Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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