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Ergawealth Advisors, Inc.: SDVY position timeline

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

Ergawealth Advisors, Inc. held 61,380 SDVY shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 61,380 shares
    Change vs previous 13F -80 shares

    1.03% of the 13F portfolio, value $2,647,928.

    13F-HR 0001951757-26-001147 filed by Ergawealth Advisors, Inc.
    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 61,460 shares
    Change vs previous 13F -179 shares

    1.07% of the 13F portfolio, value $2,423,372.

    13F-HR 0001951757-26-000738 filed by Ergawealth Advisors, Inc.
    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 61,639 shares
    Change vs previous 13F -126,710 shares

    1.09% of the 13F portfolio, value $2,362,012.

    13F-HR 0001951757-26-000268 filed by Ergawealth Advisors, Inc.
    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 188,349 shares
    Change vs previous 13F -83,398 shares

    3.34% of the 13F portfolio, value $7,160,919.

    13F-HR 0001951757-25-001176 filed by Ergawealth Advisors, Inc.
    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 271,747 shares
    Change vs previous 13F -25,728 shares

    4.31% of the 13F portfolio, value $9,587,243.

    13F-HR 0001951757-25-000901 filed by Ergawealth Advisors, Inc.
    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 297,475 shares
    Change vs previous 13F -4,275 shares

    4.94% of the 13F portfolio, value $9,965,414.

    13F-HR 0001951757-25-000404 filed by Ergawealth Advisors, Inc.
    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 301,750 shares
    Change vs previous 13F -10,777 shares

    5.35% of the 13F portfolio, value $10,817,728.

    13F-HR 0001951757-25-000183 filed by Ergawealth Advisors, Inc.
    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 312,527 shares
    Change vs previous 13F not available

    5.64% of the 13F portfolio, value $11,369,721.

    13F-HR 0001951757-24-001102 filed by Ergawealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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