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DAYMARK WEALTH PARTNERS, LLC: SDVY position timeline

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

DAYMARK WEALTH PARTNERS, LLC held 192,840 SDVY shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 192,840 shares
    Change vs previous 13F -7,030 shares

    0.2% of the 13F portfolio, value $8,319,116.

    13F-HR 0001956824-26-000003 filed by DAYMARK WEALTH PARTNERS, 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 199,870 shares
    Change vs previous 13F -3,702 shares

    0.25% of the 13F portfolio, value $7,880,880.

    13F-HR 0001956824-26-000002 filed by DAYMARK WEALTH PARTNERS, 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 203,572 shares
    Change vs previous 13F -13,787 shares

    0.25% of the 13F portfolio, value $7,800,885.

    13F-HR 0001956824-26-000001 filed by DAYMARK WEALTH PARTNERS, 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 217,359 shares
    Change vs previous 13F +19,652 shares

    0.28% of the 13F portfolio, value $8,263,881.

    13F-HR 0001956824-25-000009 filed by DAYMARK WEALTH PARTNERS, 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 197,707 shares
    Change vs previous 13F -179,973 shares

    0.27% of the 13F portfolio, value $6,975,110.

    13F-HR 0001956824-25-000007 filed by DAYMARK WEALTH PARTNERS, 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/A 377,680 shares
    Change vs previous 13F -24,168 shares

    0.54% of the 13F portfolio, value $12,652,288.

    13F-HR/A 0001956824-25-000005 filed by DAYMARK WEALTH PARTNERS, 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 401,848 shares
    Change vs previous 13F +221,992 shares

    0.61% of the 13F portfolio, value $14,406,253.

    13F-HR/A 0001956824-25-000002 filed by DAYMARK WEALTH PARTNERS, 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 179,856 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $6,543,164.

    13F-HR 0001956824-24-000004 filed by DAYMARK WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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