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Disclosery

DAVENPORT & Co LLC: SDVY position timeline

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

DAVENPORT & Co LLC held 85,088 SDVY shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 85,088 shares
    Change vs previous 13F +125 shares

    0.02% of the 13F portfolio, value $3,670,677.

    13F-HR 0000887777-26-000016 filed by DAVENPORT & Co 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 84,963 shares
    Change vs previous 13F -1,786 shares

    0.02% of the 13F portfolio, value $3,350,107.

    13F-HR 0000887777-26-000010 filed by DAVENPORT & Co 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 86,749 shares
    Change vs previous 13F +60,332 shares

    0.02% of the 13F portfolio, value $3,324,239.

    13F-HR 0000887777-26-000002 filed by DAVENPORT & Co 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 26,417 shares
    Change vs previous 13F +1,259 shares

    0.01% of the 13F portfolio, value $1,004,343.

    13F-HR 0000887777-25-000032 filed by DAVENPORT & Co 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 25,158 shares
    Change vs previous 13F +2,546 shares

    <0.01% of the 13F portfolio, value $887,574.

    13F-HR 0001085146-25-004036 filed by DAVENPORT & Co 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 22,612 shares
    Change vs previous 13F -4,215 shares

    <0.01% of the 13F portfolio, value $757,505.

    13F-HR 0001085146-25-002387 filed by DAVENPORT & Co 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 26,827 shares
    Change vs previous 13F +2,279 shares

    0.01% of the 13F portfolio, value $961,743.

    13F-HR 0001085146-25-000466 filed by DAVENPORT & Co 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 24,548 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $893,058.

    13F-HR 0001085146-24-005117 filed by DAVENPORT & Co LLC
    Filed (acceptance time not in the bulk data set), ingested

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