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Disclosery

VestGen Advisors, LLC: SDY position timeline

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

VestGen Advisors, LLC held 12,067 SDY shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,067 shares
    Change vs previous 13F -8,938 shares

    0.05% of the 13F portfolio, value $1,836,294.

    13F-HR 0002050130-26-000005 filed by VestGen Advisors, 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 21,005 shares
    Change vs previous 13F +17,503 shares

    0.09% of the 13F portfolio, value $3,107,002.

    13F-HR 0002050130-26-000004 filed by VestGen Advisors, 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 3,502 shares
    Change vs previous 13F -8,868 shares

    0.02% of the 13F portfolio, value $487,296.

    13F-HR 0002050130-26-000001 filed by VestGen Advisors, LLC
    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 12,370 shares
    Change vs previous 13F +3,471 shares

    0.06% of the 13F portfolio, value $1,732,363.

    13F-HR 0002050130-25-000006 filed by VestGen Advisors, LLC
    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 8,899 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $1,207,861.

    13F-HR 0002050130-25-000005 filed by VestGen Advisors, LLC
    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 8,899 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,207,416.

    13F-HR 0002050130-25-000003 filed by VestGen Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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