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Disclosery

Entruity Wealth, LLC: SDVY position timeline

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

Entruity Wealth, LLC held 19,678 SDVY shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,678 shares
    Change vs previous 13F -40,092 shares

    0.55% of the 13F portfolio, value $848,910.

    13F-HR 0001719303-26-000004 filed by Entruity Wealth, 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 59,770 shares
    Change vs previous 13F -1,397 shares

    1.6% of the 13F portfolio, value $2,356,736.

    13F-HR 0001719303-26-000003 filed by Entruity Wealth, 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 61,167 shares
    Change vs previous 13F -28,487 shares

    1.67% of the 13F portfolio, value $2,343,919.

    13F-HR 0001719303-26-000002 filed by Entruity Wealth, 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 89,654 shares
    Change vs previous 13F +5,918 shares

    2.65% of the 13F portfolio, value $3,408,600.

    13F-HR 0001719303-25-000005 filed by Entruity Wealth, 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 83,736 shares
    Change vs previous 13F +8,923 shares

    2.51% of the 13F portfolio, value $2,954,206.

    13F-HR 0001596468-25-000007 filed by Entruity Wealth, 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 74,813 shares
    Change vs previous 13F +6,189 shares

    2.36% of the 13F portfolio, value $2,506,236.

    13F-HR 0001719303-25-000003 filed by Entruity Wealth, 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 68,624 shares
    Change vs previous 13F not available

    2.44% of the 13F portfolio, value $2,460,178.

    13F-HR 0001085146-25-001256 filed by Entruity Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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