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Disclosery

Concentrum Wealth Management: SDVY position timeline

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

Concentrum Wealth Management held 44,716 SDVY shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 44,716 shares
    Change vs previous 13F +2,084 shares

    0.46% of the 13F portfolio, value $1,929,035.

    13F-HR 0001765380-26-000302 filed by Concentrum Wealth Management
    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 42,632 shares
    Change vs previous 13F +1,727 shares

    0.5% of the 13F portfolio, value $1,680,985.

    13F-HR 0001765380-26-000137 filed by Concentrum Wealth Management
    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 40,905 shares
    Change vs previous 13F -3,458 shares

    0.44% of the 13F portfolio, value $1,567,498.

    13F-HR 0001765387-26-000001 filed by Concentrum Wealth Management
    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 44,363 shares
    Change vs previous 13F +117 shares

    0.49% of the 13F portfolio, value $1,686,658.

    13F-HR 0001765387-25-000003 filed by Concentrum Wealth Management
    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 44,246 shares
    Change vs previous 13F -5,403 shares

    0.49% of the 13F portfolio, value $1,561,012.

    13F-HR 0001765380-25-000328 filed by Concentrum Wealth Management
    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 49,649 shares
    Change vs previous 13F +37,206 shares

    0.62% of the 13F portfolio, value $1,663,228.

    13F-HR 0001765380-25-000189 filed by Concentrum Wealth Management
    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 12,443 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $446,082.

    13F-HR 0001765380-25-000094 filed by Concentrum Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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