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Disclosery

Certified Advisory Corp: SDVY position timeline

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

Certified Advisory Corp held 211,593 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 211,593 shares
    Change vs previous 13F -3,781 shares

    0.74% of the 13F portfolio, value $9,128,131.

    13F-HR 0001731732-26-000004 filed by Certified Advisory Corp
    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 215,374 shares
    Change vs previous 13F +2,097 shares

    0.76% of the 13F portfolio, value $8,492,212.

    13F-HR 0001731732-26-000002 filed by Certified Advisory Corp
    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 213,277 shares
    Change vs previous 13F +3,491 shares

    0.74% of the 13F portfolio, value $8,172,788.

    13F-HR 0001731732-26-000001 filed by Certified Advisory Corp
    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 209,786 shares
    Change vs previous 13F +4,391 shares

    0.76% of the 13F portfolio, value $7,975,965.

    13F-HR 0001731732-25-000004 filed by Certified Advisory Corp
    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 205,395 shares
    Change vs previous 13F +4,005 shares

    0.75% of the 13F portfolio, value $7,246,341.

    13F-HR 0001085146-25-005120 filed by Certified Advisory Corp
    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 201,390 shares
    Change vs previous 13F +11,641 shares

    0.76% of the 13F portfolio, value $6,746,578.

    13F-HR 0001085146-25-002833 filed by Certified Advisory Corp
    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 189,749 shares
    Change vs previous 13F +17,340 shares

    0.74% of the 13F portfolio, value $6,802,517.

    13F-HR 0001085146-25-000217 filed by Certified Advisory Corp
    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 172,409 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $6,272,253.

    13F-HR 0001085146-24-005504 filed by Certified Advisory Corp
    Filed (acceptance time not in the bulk data set), ingested

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