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Disclosery

Advantage Trust Co: SDVY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advantage Trust Co on SDVY, newest first. How the timeline and the estimate are built.

Advantage Trust Co held 439,357 SDVY shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 439,357 shares
    Change vs previous 13F -4,143 shares

    6.67% of the 13F portfolio, value $18,953,861.

    13F-HR 0002009346-26-000004 filed by Advantage Trust Co
    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 443,500 shares
    Change vs previous 13F +4,636 shares

    7.84% of the 13F portfolio, value $17,487,205.

    13F-HR 0002009346-26-000002 filed by Advantage Trust Co
    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 438,864 shares
    Change vs previous 13F +5,651 shares

    7.58% of the 13F portfolio, value $16,817,268.

    13F-HR 0002009346-26-000001 filed by Advantage Trust Co
    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 433,213 shares
    Change vs previous 13F +16,158 shares

    7.44% of the 13F portfolio, value $16,470,542.

    13F-HR 0002009346-25-000009 filed by Advantage Trust Co
    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 417,055 shares
    Change vs previous 13F +6,215 shares

    7.25% of the 13F portfolio, value $14,713,700.

    13F-HR 0002009346-25-000006 filed by Advantage Trust Co
    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 410,840 shares
    Change vs previous 13F -6,455 shares

    8.34% of the 13F portfolio, value $13,763,140.

    13F-HR 0002009346-25-000004 filed by Advantage Trust Co
    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 417,295 shares
    Change vs previous 13F +13,009 shares

    8.8% of the 13F portfolio, value $14,960,026.

    13F-HR 0002009346-25-000001 filed by Advantage Trust Co
    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 404,286 shares
    Change vs previous 13F not available

    9.99% of the 13F portfolio, value $14,707,925.

    13F-HR 0002009346-24-000004 filed by Advantage Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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