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Disclosery

DHJJ Financial Advisors, Ltd.: SDVY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of DHJJ Financial Advisors, Ltd. on SDVY, newest first. How the timeline and the estimate are built.

DHJJ Financial Advisors, Ltd. held 29,589 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 29,589 shares
    Change vs previous 13F +1,978 shares

    0.37% of the 13F portfolio, value $1,276,488.

    13F-HR 0001844716-26-000004 filed by DHJJ Financial Advisors, Ltd.
    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 27,611 shares
    Change vs previous 13F +3,793 shares

    0.36% of the 13F portfolio, value $1,088,712.

    13F-HR 0001844716-26-000002 filed by DHJJ Financial Advisors, Ltd.
    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 23,818 shares
    Change vs previous 13F +3,248 shares

    0.3% of the 13F portfolio, value $912,709.

    13F-HR 0001844716-26-000001 filed by DHJJ Financial Advisors, Ltd.
    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 20,570 shares
    Change vs previous 13F +3,231 shares

    0.27% of the 13F portfolio, value $782,061.

    13F-HR 0001844716-25-000006 filed by DHJJ Financial Advisors, Ltd.
    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 17,339 shares
    Change vs previous 13F -5,411 shares

    0.22% of the 13F portfolio, value $611,717.

    13F-HR 0001844716-25-000003 filed by DHJJ Financial Advisors, Ltd.
    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 22,750 shares
    Change vs previous 13F +8,365 shares

    0.31% of the 13F portfolio, value $762,119.

    13F-HR 0001844716-25-000002 filed by DHJJ Financial Advisors, Ltd.
    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 14,385 shares
    Change vs previous 13F +58 shares

    0.2% of the 13F portfolio, value $515,692.

    13F-HR 0001844716-25-000001 filed by DHJJ Financial Advisors, Ltd.
    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 14,327 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $521,201.

    13F-HR 0001844716-24-000005 filed by DHJJ Financial Advisors, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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