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Disclosery

DAVENPORT & Co LLC: SFD position timeline

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

DAVENPORT & Co LLC held 420,565 SFD 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 420,565 shares
    Change vs previous 13F +12,553 shares

    0.05% of the 13F portfolio, value $10,281,947.

    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 408,012 shares
    Change vs previous 13F +33,394 shares

    0.06% of the 13F portfolio, value $11,320,576.

    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 374,618 shares
    Change vs previous 13F +29,150 shares

    0.05% of the 13F portfolio, value $8,361,060.

    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 345,468 shares
    Change vs previous 13F +54,734 shares

    0.04% of the 13F portfolio, value $8,102,229.

    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 290,734 shares
    Change vs previous 13F +163,860 shares

    0.04% of the 13F portfolio, value $6,798,331.

    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 126,874 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,586,961.

    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).