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Disclosery

Howard Capital Management, LLC: SDIV position timeline

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

Howard Capital Management, LLC held 0 SDIV shares at 2026-03-31 per its 13F-HR filed 2026-05-05.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -834,871 shares

    13F-HR 0001733173-26-000003 filed by Howard Capital Management, 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.

  2. period ended2025-12-31
    13F 834,871 shares
    Change vs previous 13F +66,655 shares

    0.26% of the 13F portfolio, value $20,061,942.

    13F-HR 0001733173-26-000001 filed by Howard Capital 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 ended2025-09-30
    13F 768,216 shares
    Change vs previous 13F +86,466 shares

    0.24% of the 13F portfolio, value $18,421,826.

    13F-HR 0001733173-25-000002 filed by Howard Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 681,750 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $15,373,463.

    13F-HR 0001085146-25-004433 filed by Howard Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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