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Grant/GrossMendelsohn, LLC: SDVY position timeline

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

Grant/GrossMendelsohn, LLC held 60,755 SDVY shares at 2025-03-31 per its 13F-HR filed 2025-05-01.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 60,755 shares
    Change vs previous 13F +46,920 shares

    1.1% of the 13F portfolio, value $1,977,575.

    13F-HR 0001214659-25-006735 filed by Grant/GrossMendelsohn, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 13,835 shares
    Change vs previous 13F +3,956 shares

    0.26% of the 13F portfolio, value $495,985.

    13F-HR 0001214659-25-000598 filed by Grant/GrossMendelsohn, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 9,879 shares
    Change vs previous 13F +742 shares

    0.15% of the 13F portfolio, value $359,398.

    13F-HR 0001214659-24-017513 filed by Grant/GrossMendelsohn, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 9,137 shares
    Change vs previous 13F +2,770 shares

    0.14% of the 13F portfolio, value $304,993.

    13F-HR 0001214659-24-012765 filed by Grant/GrossMendelsohn, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 6,367 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $218,240.

    13F-HR 0001214659-24-007533 filed by Grant/GrossMendelsohn, LLC
    Filed (acceptance time not in the bulk data set), ingested

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