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Disclosery

Baron Wealth Management LLC: SDVY position timeline

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

Baron Wealth Management LLC held 213,371 SDVY shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 213,371 shares
    Change vs previous 13F +25,440 shares

    2.39% of the 13F portfolio, value $9,204,806.

    13F-HR 0001968507-26-000006 filed by Baron Wealth Management 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 187,931 shares
    Change vs previous 13F +22,062 shares

    2.22% of the 13F portfolio, value $7,410,116.

    13F-HR 0001968507-26-000004 filed by Baron Wealth Management 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 165,869 shares
    Change vs previous 13F +69,034 shares

    1.96% of the 13F portfolio, value $6,356,093.

    13F-HR 0001968507-26-000003 filed by Baron Wealth Management 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 96,835 shares
    Change vs previous 13F +6,175 shares

    1.22% of the 13F portfolio, value $3,681,626.

    13F-HR 0001968507-25-000007 filed by Baron Wealth Management 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 90,660 shares
    Change vs previous 13F +65,801 shares

    1.13% of the 13F portfolio, value $3,198,483.

    13F-HR 0001968507-25-000006 filed by Baron Wealth Management 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 24,859 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $832,765.

    13F-HR 0001968507-25-000004 filed by Baron Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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