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Disclosery

Focus Financial Network, Inc.: SDVY position timeline

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

Focus Financial Network, Inc. held 442,090 SDVY shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 442,090 shares
    Change vs previous 13F +26,976 shares

    0.59% of the 13F portfolio, value $19,071,763.

    13F-HR 0001754960-26-000448 filed by Focus Financial Network, 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 415,114 shares
    Change vs previous 13F +19,273 shares

    0.59% of the 13F portfolio, value $16,367,945.

    13F-HR 0001754960-26-000242 filed by Focus Financial Network, 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 395,841 shares
    Change vs previous 13F +18,637 shares

    0.53% of the 13F portfolio, value $15,168,627.

    13F-HR 0001754960-26-000023 filed by Focus Financial Network, 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 377,204 shares
    Change vs previous 13F -22,213 shares

    0.51% of the 13F portfolio, value $14,341,108.

    13F-HR 0001754960-25-000655 filed by Focus Financial Network, 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 399,417 shares
    Change vs previous 13F +27,602 shares

    0.56% of the 13F portfolio, value $14,091,432.

    13F-HR 0001754960-25-000338 filed by Focus Financial Network, 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 371,815 shares
    Change vs previous 13F +202,261 shares

    0.51% of the 13F portfolio, value $12,455,791.

    13F-HR 0001754960-25-000196 filed by Focus Financial Network, 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 169,554 shares
    Change vs previous 13F +10,660 shares

    0.24% of the 13F portfolio, value $6,078,507.

    13F-HR 0001754960-25-000080 filed by Focus Financial Network, 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 158,894 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $5,780,565.

    13F-HR 0001754960-24-000536 filed by Focus Financial Network, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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