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ARS Wealth Advisors Group, LLC: SDVY position timeline

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

ARS Wealth Advisors Group, LLC held 6,754 SDVY shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,754 shares
    Change vs previous 13F +1 shares

    0.02% of the 13F portfolio, value $291,370.

    13F-HR 0001725547-26-000230 filed by ARS Wealth Advisors 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 6,753 shares
    Change vs previous 13F +1 shares

    0.02% of the 13F portfolio, value $266,269.

    13F-HR 0001725547-26-000129 filed by ARS Wealth Advisors 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 6,752 shares
    Change vs previous 13F -198 shares

    0.02% of the 13F portfolio, value $258,722.

    13F-HR 0001725547-26-000015 filed by ARS Wealth Advisors 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 6,950 shares
    Change vs previous 13F -26 shares

    0.03% of the 13F portfolio, value $264,229.

    13F-HR 0001725547-25-004089 filed by ARS Wealth Advisors 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 6,976 shares
    Change vs previous 13F +24 shares

    0.03% of the 13F portfolio, value $246,131.

    13F-HR 0001725547-25-003391 filed by ARS Wealth Advisors 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 6,952 shares
    Change vs previous 13F -1,566 shares

    0.03% of the 13F portfolio, value $232,883.

    13F-HR 0001725547-25-001408 filed by ARS Wealth Advisors 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 8,518 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $305,367.

    13F-HR 0001725547-25-000084 filed by ARS Wealth Advisors Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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