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BARNES PETTEY FINANCIAL ADVISORS, LLC: SDVY position timeline

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

BARNES PETTEY FINANCIAL ADVISORS, LLC held 24,990 SDVY shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,990 shares
    Change vs previous 13F +2,768 shares

    0.34% of the 13F portfolio, value $1,078,069.

    13F-HR 0001765380-26-000230 filed by BARNES PETTEY FINANCIAL ADVISORS, 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 22,222 shares
    Change vs previous 13F +5,680 shares

    0.38% of the 13F portfolio, value $876,213.

    13F-HR 0001765380-26-000124 filed by BARNES PETTEY FINANCIAL ADVISORS, 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 16,542 shares
    Change vs previous 13F +571 shares

    0.31% of the 13F portfolio, value $633,889.

    13F-HR 0001765380-26-000058 filed by BARNES PETTEY FINANCIAL ADVISORS, 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 15,971 shares
    Change vs previous 13F +4,670 shares

    0.33% of the 13F portfolio, value $607,209.

    13F-HR 0001765380-25-000470 filed by BARNES PETTEY FINANCIAL ADVISORS, 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 11,301 shares
    Change vs previous 13F +870 shares

    0.27% of the 13F portfolio, value $398,699.

    13F-HR 0001765380-25-000344 filed by BARNES PETTEY FINANCIAL ADVISORS, 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 10,431 shares
    Change vs previous 13F +528 shares

    0.27% of the 13F portfolio, value $349,439.

    13F-HR 0001908288-25-000002 filed by BARNES PETTEY FINANCIAL ADVISORS, 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 9,903 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $355,023.

    13F-HR 0001908288-25-000001 filed by BARNES PETTEY FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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