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Disclosery

GENTRY PRIVATE WEALTH, LLC: SDVY position timeline

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

GENTRY PRIVATE WEALTH, LLC held 9,460 SDVY shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,460 shares
    Change vs previous 13F +175 shares

    0.21% of the 13F portfolio, value $408,104.

    13F-HR 0001765380-26-000279 filed by GENTRY 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 9,285 shares
    Change vs previous 13F -465 shares

    0.22% of the 13F portfolio, value $366,108.

    13F-HR 0001765380-26-000166 filed by GENTRY 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 9,750 shares
    Change vs previous 13F -816 shares

    0.24% of the 13F portfolio, value $373,620.

    13F-HR 0001765380-26-000043 filed by GENTRY 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 10,566 shares
    Change vs previous 13F -3,926 shares

    0.28% of the 13F portfolio, value $401,714.

    13F-HR 0001765380-25-000469 filed by GENTRY 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 14,492 shares
    Change vs previous 13F -110 shares

    0.39% of the 13F portfolio, value $511,278.

    13F-HR 0001765380-25-000259 filed by GENTRY 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 14,602 shares
    Change vs previous 13F -607 shares

    0.4% of the 13F portfolio, value $489,167.

    13F-HR 0001765380-25-000224 filed by GENTRY 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 15,209 shares
    Change vs previous 13F -2,873 shares

    2.27% of the 13F portfolio, value $545,243.

    13F-HR 0001765380-25-000049 filed by GENTRY PRIVATE WEALTH, 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 18,082 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $657,823.

    13F-HR 0001765380-24-000440 filed by GENTRY PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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