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GENESIS PRIVATE WEALTH, LLC: SDVY position timeline

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

GENESIS PRIVATE WEALTH, LLC held 94,754 SDVY shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 94,754 shares
    Change vs previous 13F +8,408 shares

    1.15% of the 13F portfolio, value $4,087,705.

    13F-HR 0001725547-26-000225 filed by GENESIS PRIVATE WEALTH, 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 86,346 shares
    Change vs previous 13F +1,813 shares

    1.07% of the 13F portfolio, value $3,404,622.

    13F-HR 0001725547-26-000131 filed by GENESIS PRIVATE WEALTH, 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 84,533 shares
    Change vs previous 13F +9,446 shares

    1.01% of the 13F portfolio, value $3,239,322.

    13F-HR 0001725547-26-000004 filed by GENESIS PRIVATE WEALTH, 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 75,087 shares
    Change vs previous 13F +1,987 shares

    1.2% of the 13F portfolio, value $2,854,762.

    13F-HR 0001725547-25-004097 filed by GENESIS PRIVATE WEALTH, 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 73,100 shares
    Change vs previous 13F +2,721 shares

    1.22% of the 13F portfolio, value $2,578,978.

    13F-HR 0001725547-25-003451 filed by GENESIS PRIVATE WEALTH, 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 70,379 shares
    Change vs previous 13F +4,747 shares

    1.25% of the 13F portfolio, value $2,357,685.

    13F-HR 0001725547-25-001448 filed by GENESIS PRIVATE WEALTH, 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 65,632 shares
    Change vs previous 13F not available

    1.3% of the 13F portfolio, value $2,352,919.

    13F-HR 0001725547-25-000136 filed by GENESIS PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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