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Wealth Care LLC: SDY position timeline

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

Wealth Care LLC held 6,892 SDY shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,892 shares
    Change vs previous 13F +34 shares

    0.85% of the 13F portfolio, value $1,048,826.

    13F-HR 0002085853-26-000736 filed by Wealth Care 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 6,858 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $1,000,816.

    13F-HR 0002085853-26-000491 filed by Wealth Care LLC
    Filed (acceptance time not in the bulk data set), ingested

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