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First Heartland Consultants, Inc.: SDVY position timeline

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

First Heartland Consultants, Inc. held 214,874 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 214,874 shares
    Change vs previous 13F -2,028 shares

    0.58% of the 13F portfolio, value $8,719,598.

    13F-HR 0001214659-26-012670 filed by First Heartland Consultants, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 216,902 shares
    Change vs previous 13F +10,287 shares

    0.61% of the 13F portfolio, value $9,357,158.

    13F-HR 0001214659-26-008353 filed by First Heartland Consultants, Inc.
    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 206,615 shares
    Change vs previous 13F -25,660 shares

    0.62% of the 13F portfolio, value $8,146,835.

    13F-HR 0001214659-26-004432 filed by First Heartland Consultants, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 232,275 shares
    Change vs previous 13F -7,028 shares

    0.67% of the 13F portfolio, value $8,900,782.

    13F-HR 0001214659-26-000326 filed by First Heartland Consultants, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 239,303 shares
    Change vs previous 13F -53,717 shares

    0.73% of the 13F portfolio, value $9,098,167.

    13F-HR 0001214659-25-016153 filed by First Heartland Consultants, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 293,020 shares
    Change vs previous 13F +7,240 shares

    0.92% of the 13F portfolio, value $10,337,732.

    13F-HR 0001214659-25-012366 filed by First Heartland Consultants, Inc.
    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 285,780 shares
    Change vs previous 13F -18,356 shares

    0.99% of the 13F portfolio, value $9,573,621.

    13F-HR 0001214659-25-007055 filed by First Heartland Consultants, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 304,136 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $10,903,270.

    13F-HR 0001214659-25-002909 filed by First Heartland Consultants, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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