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Disclosery

Financial Advocates Investment Management: SDVY position timeline

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

Financial Advocates Investment Management held 0 SDVY shares at 2025-09-30 per its 13F-HR filed 2025-11-06.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -92,965 shares

    13F-HR 0001730293-25-000007 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-06-30
    13F 92,965 shares
    Change vs previous 13F -65,039 shares

    0.27% of the 13F portfolio, value $3,279,787.

    13F-HR 0001730293-25-000006 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 158,004 shares
    Change vs previous 13F -10,048 shares

    0.37% of the 13F portfolio, value $5,293,190.

    13F-HR 0001730293-25-000003 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 168,052 shares
    Change vs previous 13F +37,566 shares

    0.34% of the 13F portfolio, value $6,024,674.

    13F-HR 0001730293-25-000001 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 130,486 shares
    Change vs previous 13F +18,503 shares

    0.27% of the 13F portfolio, value $4,747,077.

    13F-HR 0001730293-24-000005 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 111,983 shares
    Change vs previous 13F +4,301 shares

    0.23% of the 13F portfolio, value $3,738,009.

    13F-HR 0001730293-24-000003 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 107,682 shares
    Change vs previous 13F +9,819 shares

    0.22% of the 13F portfolio, value $3,749,491.

    13F-HR 0001730293-24-000002 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 97,863 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $3,206,971.

    13F-HR 0001730293-24-000001 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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