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Disclosery

Savant Capital, LLC: SDY position timeline

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

Savant Capital, LLC held 171,541 SDY shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 171,541 shares
    Change vs previous 13F +84,775 shares

    0.08% of the 13F portfolio, value $25,624,009.

    13F-HR 0001482880-26-000014 filed by Savant Capital, 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 86,766 shares
    Change vs previous 13F +6,233 shares

    0.06% of the 13F portfolio, value $12,662,562.

    13F-HR 0001482880-26-000009 filed by Savant Capital, 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 80,533 shares
    Change vs previous 13F -4,177 shares

    0.06% of the 13F portfolio, value $11,207,002.

    13F-HR 0001482880-26-000005 filed by Savant Capital, 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/A 84,710 shares
    Change vs previous 13F +275 shares

    0.07% of the 13F portfolio, value $11,863,603.

    13F-HR/A 0001482880-26-000008 filed by Savant Capital, 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/A 84,435 shares
    Change vs previous 13F -1,117 shares

    0.08% of the 13F portfolio, value $11,460,362.

    13F-HR/A 0001482880-26-000007 filed by Savant Capital, 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/A 85,552 shares
    Change vs previous 13F -1,344 shares

    0.1% of the 13F portfolio, value $11,607,707.

    13F-HR/A 0001482880-26-000006 filed by Savant Capital, 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 86,896 shares
    Change vs previous 13F -6,181 shares

    0.09% of the 13F portfolio, value $11,478,944.

    13F-HR 0001085146-25-000573 filed by Savant Capital, 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 93,077 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $13,220,652.

    13F-HR 0001085146-24-005340 filed by Savant Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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