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Frederick Financial Consultants, LLC: SDVY position timeline

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

Frederick Financial Consultants, LLC held 19,254 SDVY shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,254 shares
    Change vs previous 13F +485 shares

    0.35% of the 13F portfolio, value $830,637.

    13F-HR 0002055328-26-000003 filed by Frederick Financial Consultants, 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 18,769 shares
    Change vs previous 13F +2,608 shares

    0.37% of the 13F portfolio, value $740,074.

    13F-HR 0002055328-26-000002 filed by Frederick Financial Consultants, 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 16,161 shares
    Change vs previous 13F +1,746 shares

    0.34% of the 13F portfolio, value $619,281.

    13F-HR 0002055328-26-000001 filed by Frederick Financial Consultants, 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 14,415 shares
    Change vs previous 13F +662 shares

    0.31% of the 13F portfolio, value $548,051.

    13F-HR 0002055328-25-000006 filed by Frederick Financial Consultants, 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 13,753 shares
    Change vs previous 13F +115 shares

    0.3% of the 13F portfolio, value $485,202.

    13F-HR 0002055328-25-000003 filed by Frederick Financial Consultants, 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 13,638 shares
    Change vs previous 13F +5,104 shares

    0.33% of the 13F portfolio, value $456,868.

    13F-HR 0002055328-25-000002 filed by Frederick Financial Consultants, 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 8,534 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $305,956.

    13F-HR 0002055328-25-000001 filed by Frederick Financial Consultants, LLC
    Filed (acceptance time not in the bulk data set), ingested

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