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Farther Finance Advisors, LLC: SDVY position timeline

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

Farther Finance Advisors, LLC held 47,277 SDVY shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 47,277 shares
    Change vs previous 13F +17,862 shares

    0.01% of the 13F portfolio, value $1,918,519.

    13F-HR 0001992825-26-000006 filed by Farther Finance Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 29,415 shares
    Change vs previous 13F -10,338 shares

    0.01% of the 13F portfolio, value $1,268,955.

    13F-HR 0001992825-26-000004 filed by Farther Finance 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 ended2026-03-31
    13F 39,753 shares
    Change vs previous 13F -3,602 shares

    0.01% of the 13F portfolio, value $1,580,201.

    13F-HR 0001992825-26-000003 filed by Farther Finance 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 ended2025-12-31
    13F 43,355 shares
    Change vs previous 13F +2,291 shares

    0.02% of the 13F portfolio, value $1,661,349.

    13F-HR 0001992825-26-000001 filed by Farther Finance 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 ended2025-09-30
    13F 41,064 shares
    Change vs previous 13F +12,095 shares

    0.02% of the 13F portfolio, value $1,561,246.

    13F-HR 0001992825-25-000010 filed by Farther Finance 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 ended2025-06-30
    13F 28,969 shares
    Change vs previous 13F +333 shares

    0.02% of the 13F portfolio, value $1,022,041.

    13F-HR 0001992825-25-000006 filed by Farther Finance 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 ended2025-03-31
    13F 28,636 shares
    Change vs previous 13F -39,108 shares

    0.02% of the 13F portfolio, value $965,330.

    13F-HR 0001992825-25-000004 filed by Farther Finance 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 ended2024-12-31
    13F 67,744 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,428,606.

    13F-HR 0001992825-25-000001 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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