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Householder Group Estate & Retirement Specialist, LLC: SDVY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Householder Group Estate & Retirement Specialist, LLC on SDVY, newest first. How the timeline and the estimate are built.

Householder Group Estate & Retirement Specialist, LLC held 3,169 SDVY shares at 2024-12-31 per its 13F-HR filed 2025-01-15.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 3,169 shares
    Change vs previous 13F +516 shares

    0.08% of the 13F portfolio, value $113,000.

    13F-HR 0001881590-25-000001 filed by Householder Group Estate & Retirement Specialist, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 2,653 shares
    Change vs previous 13F +2,150 shares

    0.03% of the 13F portfolio, value $96,000.

    13F-HR 0001881590-24-000005 filed by Householder Group Estate & Retirement Specialist, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 503 shares
    Change vs previous 13F +139 shares

    <0.01% of the 13F portfolio, value $16,000.

    13F-HR 0001881590-24-000003 filed by Householder Group Estate & Retirement Specialist, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 364 shares
    Change vs previous 13F +30 shares

    <0.01% of the 13F portfolio, value $12,674.

    13F-HR 0001881590-24-000002 filed by Householder Group Estate & Retirement Specialist, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 334 shares
    Change vs previous 13F +32 shares

    <0.01% of the 13F portfolio, value $10,000.

    13F-HR 0001881590-24-000001 filed by Householder Group Estate & Retirement Specialist, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 302 shares
    Change vs previous 13F +17 shares

    <0.01% of the 13F portfolio, value $8,525.

    13F-HR 0001881590-23-000005 filed by Householder Group Estate & Retirement Specialist, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-03-31
    13F 285 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $8,000.

    13F-HR 0001881590-23-000002 filed by Householder Group Estate & Retirement Specialist, LLC
    Filed (acceptance time not in the bulk data set), ingested

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