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Cottage Street Advisors LLC: SDVY position timeline

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

Cottage Street Advisors LLC held 21,876 SDVY shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,876 shares
    Change vs previous 13F +1,106 shares

    0.36% of the 13F portfolio, value $943,752.

    13F-HR 0001754960-26-000564 filed by Cottage Street 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 20,770 shares
    Change vs previous 13F +190 shares

    0.35% of the 13F portfolio, value $818,967.

    13F-HR 0001754960-26-000278 filed by Cottage Street 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 20,580 shares
    Change vs previous 13F +320 shares

    0.33% of the 13F portfolio, value $788,615.

    13F-HR 0001754960-26-000117 filed by Cottage Street 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 20,260 shares
    Change vs previous 13F +1,601 shares

    0.33% of the 13F portfolio, value $770,261.

    13F-HR 0001754960-25-000779 filed by Cottage Street 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 18,659 shares
    Change vs previous 13F -1,771 shares

    0.34% of the 13F portfolio, value $658,287.

    13F-HR 0001754960-25-000521 filed by Cottage Street 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 20,430 shares
    Change vs previous 13F +1,032 shares

    0.34% of the 13F portfolio, value $684,392.

    13F-HR 0001754960-25-000231 filed by Cottage Street 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 19,398 shares
    Change vs previous 13F +941 shares

    0.36% of the 13F portfolio, value $695,404.

    13F-HR 0001754960-25-000134 filed by Cottage Street Advisors LLC
    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 18,457 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $671,466.

    13F-HR 0001754960-24-000561 filed by Cottage Street Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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