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Disclosery

Advance Capital Management, Inc.: SDVY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advance Capital Management, Inc. on SDVY, newest first. How the timeline and the estimate are built.

Advance Capital Management, Inc. held 10,722 SDVY shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,722 shares
    Change vs previous 13F -1,326 shares

    0.01% of the 13F portfolio, value $462,534.

    13F-HR 0002085853-26-000991 filed by Advance Capital Management, Inc.
    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 12,048 shares
    Change vs previous 13F +3,133 shares

    0.02% of the 13F portfolio, value $475,036.

    13F-HR 0002085853-26-000517 filed by Advance Capital Management, Inc.
    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 8,915 shares
    Change vs previous 13F +30 shares

    0.01% of the 13F portfolio, value $341,632.

    13F-HR 0001536029-26-000001 filed by Advance Capital Management, Inc.
    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 8,885 shares
    Change vs previous 13F -139 shares

    0.01% of the 13F portfolio, value $337,786.

    13F-HR 0001536029-25-000006 filed by Advance Capital Management, Inc.
    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 9,024 shares
    Change vs previous 13F -494,065 shares

    0.01% of the 13F portfolio, value $318,370.

    13F-HR 0001536029-25-000004 filed by Advance Capital Management, Inc.
    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 503,089 shares
    Change vs previous 13F +12,072 shares

    0.81% of the 13F portfolio, value $16,853,474.

    13F-HR 0001536029-25-000003 filed by Advance Capital Management, Inc.
    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 491,017 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $17,602,959.

    13F-HR 0001536029-25-000001 filed by Advance Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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