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Disclosery

Whitaker-Myers Wealth Managers, LTD.: SDY position timeline

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

Whitaker-Myers Wealth Managers, LTD. held 0 SDY shares at 2026-03-31 per its 13F-HR filed 2026-04-09.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -1,475 shares

    13F-HR 0002085853-26-000304 filed by Whitaker-Myers Wealth Managers, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 1,475 shares
    Change vs previous 13F -336 shares

    0.04% of the 13F portfolio, value $205,266.

    13F-HR 0002085853-26-000069 filed by Whitaker-Myers Wealth Managers, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 1,811 shares
    Change vs previous 13F +250 shares

    0.06% of the 13F portfolio, value $253,568.

    13F-HR 0002085853-25-000104 filed by Whitaker-Myers Wealth Managers, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 1,561 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $211,910.

    13F-HR 0001667731-25-000741 filed by Whitaker-Myers Wealth Managers, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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