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Disclosery

D.A. DAVIDSON & CO.: SDVY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of D.A. DAVIDSON & CO. on SDVY, newest first. How the timeline and the estimate are built.

D.A. DAVIDSON & CO. held 850,035 SDVY shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 850,035 shares
    Change vs previous 13F +113,062 shares

    0.2% of the 13F portfolio, value $36,670,548.

    13F-HR 0001080107-26-000004 filed by D.A. DAVIDSON & CO.
    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 736,973 shares
    Change vs previous 13F +63,777 shares

    0.18% of the 13F portfolio, value $29,058,845.

    13F-HR 0001080107-26-000003 filed by D.A. DAVIDSON & CO.
    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 673,196 shares
    Change vs previous 13F +3,579 shares

    0.16% of the 13F portfolio, value $25,796,871.

    13F-HR 0001080107-26-000001 filed by D.A. DAVIDSON & CO.
    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 669,617 shares
    Change vs previous 13F +25,832 shares

    0.16% of the 13F portfolio, value $25,458,499.

    13F-HR 0001080107-25-000014 filed by D.A. DAVIDSON & CO.
    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 643,785 shares
    Change vs previous 13F -10,777 shares

    0.16% of the 13F portfolio, value $22,712,735.

    13F-HR 0001080107-25-000008 filed by D.A. DAVIDSON & CO.
    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 654,562 shares
    Change vs previous 13F +103,792 shares

    0.18% of the 13F portfolio, value $21,927,827.

    13F-HR 0001080107-25-000004 filed by D.A. DAVIDSON & CO.
    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 550,770 shares
    Change vs previous 13F +88,269 shares

    0.16% of the 13F portfolio, value $19,745,105.

    13F-HR 0001080107-25-000001 filed by D.A. DAVIDSON & CO.
    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 462,501 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $16,825,786.

    13F-HR 0001080107-24-000005 filed by D.A. DAVIDSON & CO.
    Filed (acceptance time not in the bulk data set), ingested

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