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Disclosery

FIRST TRUST ADVISORS LP: SYY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FIRST TRUST ADVISORS LP on SYY, newest first. How the timeline and the estimate are built.

FIRST TRUST ADVISORS LP held 625,464 SYY shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 625,464 shares
    Change vs previous 13F +2,391 shares

    0.03% of the 13F portfolio, value $52,276,299.

    13F-HR 0001445546-26-005965 filed by FIRST TRUST ADVISORS LP
    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 623,073 shares
    Change vs previous 13F -87,224 shares

    0.03% of the 13F portfolio, value $44,443,786.

    13F-HR 0001445546-26-003611 filed by FIRST TRUST ADVISORS LP
    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 710,297 shares
    Change vs previous 13F +470,574 shares

    0.04% of the 13F portfolio, value $52,341,777.

    13F-HR 0001445546-26-001219 filed by FIRST TRUST ADVISORS LP
    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 239,723 shares
    Change vs previous 13F +101,569 shares

    0.01% of the 13F portfolio, value $19,738,827.

    13F-HR 0001445546-25-007494 filed by FIRST TRUST ADVISORS LP
    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 138,154 shares
    Change vs previous 13F -28,312 shares

    0.01% of the 13F portfolio, value $10,463,762.

    13F-HR 0001445546-25-005500 filed by FIRST TRUST ADVISORS LP
    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 166,466 shares
    Change vs previous 13F -52,267 shares

    0.01% of the 13F portfolio, value $12,491,641.

    13F-HR 0001445546-25-003484 filed by FIRST TRUST ADVISORS LP
    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 218,733 shares
    Change vs previous 13F -61,466 shares

    0.01% of the 13F portfolio, value $16,724,302.

    13F-HR 0001445546-25-001262 filed by FIRST TRUST ADVISORS LP
    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 280,199 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $21,872,333.

    13F-HR 0001445546-24-007640 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

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