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Disclosery

Ellsworth Advisors, LLC: SDVY position timeline

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

Ellsworth Advisors, LLC held 27,654 SDVY shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,654 shares
    Change vs previous 13F +424 shares

    0.2% of the 13F portfolio, value $1,190,241.

    13F-HR 0001843553-26-000004 filed by Ellsworth Advisors, 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 27,230 shares
    Change vs previous 13F -1,076 shares

    0.2% of the 13F portfolio, value $1,073,692.

    13F-HR 0001843553-26-000003 filed by Ellsworth Advisors, 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 28,306 shares
    Change vs previous 13F +2,178 shares

    0.23% of the 13F portfolio, value $1,150,081.

    13F-HR 0001843553-26-000001 filed by Ellsworth Advisors, 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 26,128 shares
    Change vs previous 13F +4,870 shares

    0.21% of the 13F portfolio, value $979,810.

    13F-HR 0001843553-25-000008 filed by Ellsworth Advisors, 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 21,258 shares
    Change vs previous 13F +4,339 shares

    0.18% of the 13F portfolio, value $749,999.

    13F-HR 0001843553-25-000007 filed by Ellsworth Advisors, 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 16,919 shares
    Change vs previous 13F +4,660 shares

    0.15% of the 13F portfolio, value $566,780.

    13F-HR 0001843553-25-000004 filed by Ellsworth Advisors, 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 12,259 shares
    Change vs previous 13F +2,530 shares

    0.12% of the 13F portfolio, value $439,502.

    13F-HR 0001843553-25-000001 filed by Ellsworth Advisors, 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 9,729 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $353,948.

    13F-HR 0001843553-24-000004 filed by Ellsworth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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