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Wilkins Miller Wealth Management, LLC: SDY position timeline

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

Wilkins Miller Wealth Management, LLC held 1,567 SDY shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,567 shares
    Change vs previous 13F -24 shares

    0.13% of the 13F portfolio, value $229,541.

    13F-HR 0002057318-26-000006 filed by Wilkins Miller Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,591 shares
    Change vs previous 13F -360 shares

    0.13% of the 13F portfolio, value $242,103.

    13F-HR 0002057318-26-000004 filed by Wilkins Miller Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 1,951 shares
    Change vs previous 13F -36 shares

    0.17% of the 13F portfolio, value $284,723.

    13F-HR 0002057318-26-000002 filed by Wilkins Miller Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 1,987 shares
    Change vs previous 13F -83 shares

    0.16% of the 13F portfolio, value $276,641.

    13F-HR 0001172661-26-000242 filed by Wilkins Miller Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 2,070 shares
    Change vs previous 13F +27 shares

    0.18% of the 13F portfolio, value $290,116.

    13F-HR 0001172661-25-004682 filed by Wilkins Miller Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 2,043 shares
    Change vs previous 13F +8 shares

    0.19% of the 13F portfolio, value $277,377.

    13F-HR 0001172661-25-003347 filed by Wilkins Miller Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 2,035 shares
    Change vs previous 13F +7 shares

    0.21% of the 13F portfolio, value $276,247.

    13F-HR 0001172661-25-001748 filed by Wilkins Miller Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 2,028 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $268,085.

    13F-HR 0001172661-25-001337 filed by Wilkins Miller Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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