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Disclosery

Elios Financial Group Inc.: SDVY position timeline

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

Elios Financial Group Inc. held 102,815 SDVY shares at 2025-06-30 per its 13F-HR filed 2025-08-13.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 102,815 shares
    Change vs previous 13F +746 shares

    1.65% of the 13F portfolio, value $3,627,314.

    13F-HR 0002035601-25-000003 filed by Elios Financial Group Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 102,069 shares
    Change vs previous 13F -2,054 shares

    1.69% of the 13F portfolio, value $3,419,319.

    13F-HR 0002035601-25-000002 filed by Elios Financial Group Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 104,123 shares
    Change vs previous 13F -3,359 shares

    1.76% of the 13F portfolio, value $3,732,796.

    13F-HR 0002035601-25-000001 filed by Elios Financial Group Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 107,482 shares
    Change vs previous 13F not available

    1.81% of the 13F portfolio, value $3,910,181.

    13F-HR 0001674020-24-000008 filed by Elios Financial Group Inc.
    Filed (acceptance time not in the bulk data set), ingested

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