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Gaddis Premier Wealth Advisors LLC: SDVY position timeline

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

Gaddis Premier Wealth Advisors LLC held 163,435 SDVY shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 163,435 shares
    Change vs previous 13F +11,402 shares

    4.3% of the 13F portfolio, value $7,050,586.

    13F-HR 0001765380-26-000271 filed by Gaddis Premier Wealth Advisors 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 152,033 shares
    Change vs previous 13F +2,782 shares

    4.43% of the 13F portfolio, value $5,994,661.

    13F-HR 0001765380-26-000168 filed by Gaddis Premier Wealth Advisors 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 149,251 shares
    Change vs previous 13F not available

    4.34% of the 13F portfolio, value $5,719,298.

    13F-HR 0001765380-26-000100 filed by Gaddis Premier Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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