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Ballew Advisors, Inc: SDVY position timeline

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

Ballew Advisors, Inc held 37,731 SDVY shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 37,731 shares
    Change vs previous 13F -736 shares

    0.77% of the 13F portfolio, value $1,557,552.

    13F-HR 0001580642-26-006728 filed by Ballew Advisors, Inc
    Accepted , ingested

  2. period ended2026-06-30
    13F 38,467 shares
    Change vs previous 13F +2,128 shares

    0.86% of the 13F portfolio, value $1,660,240.

    13F-HR 0001580642-26-004238 filed by Ballew Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 36,339 shares
    Change vs previous 13F +5,608 shares

    0.85% of the 13F portfolio, value $1,510,630.

    13F-HR 0001580642-26-002441 filed by Ballew Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 30,731 shares
    Change vs previous 13F +342 shares

    0.69% of the 13F portfolio, value $1,228,952.

    13F-HR 0001580642-26-000257 filed by Ballew Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 30,389 shares
    Change vs previous 13F +2,069 shares

    0.64% of the 13F portfolio, value $1,143,546.

    13F-HR 0001580642-25-006581 filed by Ballew Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 28,320 shares
    Change vs previous 13F +2,258 shares

    0.61% of the 13F portfolio, value $1,032,275.

    13F-HR 0001580642-25-004115 filed by Ballew Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 26,062 shares
    Change vs previous 13F +5,000 shares

    0.54% of the 13F portfolio, value $812,086.

    13F-HR 0001580642-25-002392 filed by Ballew Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 21,062 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $755,707.

    13F-HR 0001580642-25-000325 filed by Ballew Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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