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Disclosery

Wolff Financial Management LLC: SDY position timeline

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

Wolff Financial Management LLC held 263,340 SDY shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 263,340 shares
    Change vs previous 13F +3,356 shares

    7.99% of the 13F portfolio, value $40,075,037.

    13F-HR 0001767940-26-000004 filed by Wolff Financial Management 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 259,984 shares
    Change vs previous 13F +5,809 shares

    8.38% of the 13F portfolio, value $37,942,070.

    13F-HR 0001767940-26-000003 filed by Wolff Financial 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 ended2025-12-31
    13F 254,175 shares
    Change vs previous 13F +6,936 shares

    7.95% of the 13F portfolio, value $35,370,941.

    13F-HR 0001767940-26-000001 filed by Wolff Financial 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 ended2025-09-30
    13F 247,239 shares
    Change vs previous 13F +9,123 shares

    8.04% of the 13F portfolio, value $34,625,825.

    13F-HR 0001767940-25-000006 filed by Wolff Financial 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 ended2025-06-30
    13F 238,116 shares
    Change vs previous 13F +4,763 shares

    8.35% of the 13F portfolio, value $32,320,000.

    13F-HR 0001767940-25-000004 filed by Wolff Financial 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 ended2025-03-31
    13F 233,353 shares
    Change vs previous 13F +1,672 shares

    8.77% of the 13F portfolio, value $31,661,000.

    13F-HR 0001767940-25-000003 filed by Wolff Financial 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 ended2024-12-31
    13F 231,681 shares
    Change vs previous 13F +1,351 shares

    8.49% of the 13F portfolio, value $30,605,000.

    13F-HR 0001767940-25-000001 filed by Wolff Financial 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 ended2024-09-30
    13F 230,330 shares
    Change vs previous 13F not available

    8.89% of the 13F portfolio, value $32,716,000.

    13F-HR 0001767940-24-000005 filed by Wolff Financial Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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