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Global Assets Advisory, LLC: SDVY position timeline

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

Global Assets Advisory, LLC held 15,958 SDVY shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,958 shares
    Change vs previous 13F +15,958 shares

    0.15% of the 13F portfolio, value $692,566.

    13F-HR 0001420506-26-001303 filed by Global Assets Advisory, 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 0 shares
    Change vs previous 13F -15,283 shares

    13F-HR 0001420506-26-000778 filed by Global Assets Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F 15,283 shares
    Change vs previous 13F -533 shares

    0.17% of the 13F portfolio, value $585,637.

    13F-HR 0001420506-26-000219 filed by Global Assets Advisory, 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 15,816 shares
    Change vs previous 13F +1,158 shares

    0.18% of the 13F portfolio, value $601,305.

    13F-HR 0001420506-25-002952 filed by Global Assets Advisory, 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 14,658 shares
    Change vs previous 13F -30,488 shares

    0.21% of the 13F portfolio, value $526,942.

    13F-HR 0001420506-25-001562 filed by Global Assets Advisory, 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 45,146 shares
    Change vs previous 13F +30,098 shares

    0.27% of the 13F portfolio, value $1,432,622.

    13F-HR 0001420506-25-000811 filed by Global Assets Advisory, 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 15,048 shares
    Change vs previous 13F -866 shares

    0.3% of the 13F portfolio, value $537,981.

    13F-HR 0001420506-25-000476 filed by Global Assets Advisory, 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 15,914 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $572,278.

    13F-HR 0001420506-24-002159 filed by Global Assets Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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