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Disclosery

Claris Financial LLC: SDVY position timeline

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

Claris Financial LLC held 30,546 SDVY shares at 2026-03-31 per its 13F-HR filed 2026-05-18.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 30,546 shares
    Change vs previous 13F -29 shares

    0.66% of the 13F portfolio, value $1,204,447.

    13F-HR 0001213900-26-058149 filed by Claris Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 30,575 shares
    Change vs previous 13F +6,506 shares

    0.62% of the 13F portfolio, value $1,171,649.

    13F-HR 0001213900-26-018373 filed by Claris Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 24,069 shares
    Change vs previous 13F +3,102 shares

    0.52% of the 13F portfolio, value $915,106.

    13F-HR 0001213900-26-040912 filed by Claris Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 20,967 shares
    Change vs previous 13F +6,036 shares

    0.56% of the 13F portfolio, value $739,711.

    13F-HR 0001213900-25-080559 filed by Claris Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 14,931 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $535,283.

    13F-HR 0001213900-25-055338 filed by Claris Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 14,931 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $535,283.

    13F-HR 0001213900-25-054892 filed by Claris Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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