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Everest Financial Group LLC: SDVY position timeline

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

Everest Financial Group LLC held 40,550 SDVY shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,550 shares
    Change vs previous 13F +2,400 shares

    0.24% of the 13F portfolio, value $1,749,327.

    13F-HR 0002056391-26-000006 filed by Everest Financial Group 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 38,150 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $1,504,255.

    13F-HR 0002056391-26-000005 filed by Everest Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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