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Disclosery

Formidable Asset Management, LLC: SDVY position timeline

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

Formidable Asset Management, LLC held 75,368 SDVY shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 75,368 shares
    Change vs previous 13F -2,300 shares

    0.47% of the 13F portfolio, value $2,971,770.

    13F-HR 0001592613-26-000003 filed by Formidable Asset Management, 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 77,668 shares
    Change vs previous 13F -5,828 shares

    0.46% of the 13F portfolio, value $2,976,242.

    13F-HR 0001592613-26-000002 filed by Formidable Asset Management, LLC
    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 83,496 shares
    Change vs previous 13F -4,283 shares

    0.46% of the 13F portfolio, value $3,174,484.

    13F-HR 0001592613-26-000001 filed by Formidable Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 87,779 shares
    Change vs previous 13F +12,862 shares

    0.49% of the 13F portfolio, value $3,096,852.

    13F-HR 0001592613-25-000008 filed by Formidable Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 74,917 shares
    Change vs previous 13F 0 shares

    0.42% of the 13F portfolio, value $2,509,714.

    13F-HR 0001592613-25-000004 filed by Formidable Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 74,917 shares
    Change vs previous 13F +608 shares

    0.42% of the 13F portfolio, value $2,509,714.

    13F-HR 0001592613-25-000002 filed by Formidable Asset Management, LLC
    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 74,309 shares
    Change vs previous 13F +2,893 shares

    0.44% of the 13F portfolio, value $2,663,983.

    13F-HR 0001592613-25-000001 filed by Formidable Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 71,416 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $2,598,125.

    13F-HR 0001592613-24-000006 filed by Formidable Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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