Skip to content
Disclosery

Altus Wealth Group LLC: SDVY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Altus Wealth Group LLC on SDVY, newest first. How the timeline and the estimate are built.

Altus Wealth Group LLC held 18,309 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 18,309 shares
    Change vs previous 13F -14,180 shares

    0.29% of the 13F portfolio, value $789,866.

    13F-HR 0001842572-26-000004 filed by Altus Wealth Group 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 32,489 shares
    Change vs previous 13F -3,803 shares

    0.52% of the 13F portfolio, value $1,281,022.

    13F-HR 0001842572-26-000003 filed by Altus Wealth Group 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 36,292 shares
    Change vs previous 13F +17 shares

    0.56% of the 13F portfolio, value $1,390,693.

    13F-HR 0001842572-26-000001 filed by Altus Wealth Group 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 36,275 shares
    Change vs previous 13F +772 shares

    0.57% of the 13F portfolio, value $1,379,170.

    13F-HR 0001842572-25-000013 filed by Altus Wealth Group 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 35,503 shares
    Change vs previous 13F +211 shares

    0.55% of the 13F portfolio, value $1,252,560.

    13F-HR 0001842572-25-000008 filed by Altus Wealth Group 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 35,292 shares
    Change vs previous 13F +1,934 shares

    0.55% of the 13F portfolio, value $1,182,288.

    13F-HR 0001842572-25-000006 filed by Altus Wealth Group 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 33,358 shares
    Change vs previous 13F -24,895 shares

    0.53% of the 13F portfolio, value $1,195,874.

    13F-HR 0001842572-25-000002 filed by Altus Wealth Group 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 58,253 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $2,119,249.

    13F-HR 0001842572-24-000010 filed by Altus Wealth Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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