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Darwin Wealth Management, LLC: SDVY position timeline

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

Darwin Wealth Management, LLC held 71,493 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 71,493 shares
    Change vs previous 13F -1,777 shares

    0.84% of the 13F portfolio, value $3,084,229.

    13F-HR 0001663224-26-000003 filed by Darwin Wealth Management, 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 73,270 shares
    Change vs previous 13F -4,668 shares

    0.9% of the 13F portfolio, value $2,889,058.

    13F-HR 0001663224-26-000002 filed by Darwin Wealth Management, 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 77,938 shares
    Change vs previous 13F -1,421 shares

    0.93% of the 13F portfolio, value $2,986,591.

    13F-HR 0001663224-26-000001 filed by Darwin Wealth Management, 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 79,359 shares
    Change vs previous 13F -2,755 shares

    0.96% of the 13F portfolio, value $3,017,213.

    13F-HR 0001663224-25-000009 filed by Darwin Wealth Management, 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 82,114 shares
    Change vs previous 13F -3,350 shares

    1% of the 13F portfolio, value $2,897,015.

    13F-HR 0001663224-25-000002 filed by Darwin Wealth Management, 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 85,464 shares
    Change vs previous 13F 0 shares

    1.03% of the 13F portfolio, value $3,063,885.

    13F-HR 0001663224-25-000005 filed by Darwin Wealth Management, 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/A 85,464 shares
    Change vs previous 13F -22,695 shares

    1.03% of the 13F portfolio, value $3,063,885.

    13F-HR/A 0001663224-25-000008 filed by Darwin Wealth Management, 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 108,159 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $3,934,841.

    13F-HR 0001663224-24-000003 filed by Darwin Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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