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Disclosery

Westside Investment Management, Inc.: SDY position timeline

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

Westside Investment Management, Inc. held 39,315 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 39,315 shares
    Change vs previous 13F +758 shares

    0.79% of the 13F portfolio, value $5,983,092.

    13F-HR 0001538383-26-000004 filed by Westside Investment Management, 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 38,557 shares
    Change vs previous 13F +1,052 shares

    0.86% of the 13F portfolio, value $5,627,119.

    13F-HR 0001538383-26-000002 filed by Westside Investment Management, 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 37,505 shares
    Change vs previous 13F +1,752 shares

    0.83% of the 13F portfolio, value $5,219,247.

    13F-HR 0001538383-26-000001 filed by Westside Investment Management, Inc.
    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 35,753 shares
    Change vs previous 13F +578 shares

    0.8% of the 13F portfolio, value $5,007,336.

    13F-HR 0001538383-25-000006 filed by Westside Investment Management, Inc.
    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 35,175 shares
    Change vs previous 13F +1,125 shares

    0.89% of the 13F portfolio, value $4,774,443.

    13F-HR 0001538383-25-000005 filed by Westside Investment Management, Inc.
    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 34,050 shares
    Change vs previous 13F +1,517 shares

    0.98% of the 13F portfolio, value $4,620,013.

    13F-HR 0001538383-25-000002 filed by Westside Investment Management, Inc.
    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 32,533 shares
    Change vs previous 13F -574 shares

    0.91% of the 13F portfolio, value $4,297,695.

    13F-HR 0001538383-25-000001 filed by Westside Investment Management, Inc.
    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 33,107 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $4,702,593.

    13F-HR 0001538383-24-000005 filed by Westside Investment Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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