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Goldenstone Wealth Management LLC: SDVY position timeline

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

Goldenstone Wealth Management LLC held 73,232 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 73,232 shares
    Change vs previous 13F -2,652 shares

    2.07% of the 13F portfolio, value $3,159,245.

    13F-HR 0002109094-26-000004 filed by Goldenstone Wealth Management 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 75,884 shares
    Change vs previous 13F -3,626 shares

    2.18% of the 13F portfolio, value $2,992,125.

    13F-HR 0002109094-26-000003 filed by Goldenstone Wealth Management 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 79,510 shares
    Change vs previous 13F not available

    2.28% of the 13F portfolio, value $3,046,834.

    13F-HR 0002109094-26-000002 filed by Goldenstone Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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