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Disclosery

Worth Asset Management, LLC: SDY position timeline

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

Worth Asset Management, LLC held 1,819 SDY shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,819 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $266,447.

    13F-HR 0001927285-26-000007 filed by Worth Asset Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,819 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $276,815.

    13F-HR 0001927285-26-000005 filed by Worth Asset 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 1,819 shares
    Change vs previous 13F -38 shares

    0.1% of the 13F portfolio, value $265,465.

    13F-HR 0001927285-26-000003 filed by Worth Asset 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 1,857 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $258,420.

    13F-HR 0001927285-26-000001 filed by Worth Asset 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 1,857 shares
    Change vs previous 13F -444 shares

    0.12% of the 13F portfolio, value $260,073.

    13F-HR 0001927285-25-000006 filed by Worth Asset 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 2,301 shares
    Change vs previous 13F +444 shares

    0.15% of the 13F portfolio, value $312,315.

    13F-HR 0001927285-25-000005 filed by Worth Asset 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 1,857 shares
    Change vs previous 13F +38 shares

    0.14% of the 13F portfolio, value $251,958.

    13F-HR 0001927285-25-000002 filed by Worth Asset 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 1,819 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $240,290.

    13F-HR 0001927285-25-000001 filed by Worth Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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