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Disclosery

Keel Point, LLC: SDVY position timeline

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

Keel Point, LLC held 59,774 SDVY shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 59,774 shares
    Change vs previous 13F +4,381 shares

    0.15% of the 13F portfolio, value $2,578,651.

    13F-HR 0001386935-26-000003 filed by Keel Point, 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 55,393 shares
    Change vs previous 13F +1,537 shares

    0.15% of the 13F portfolio, value $2,184,158.

    13F-HR 0001386935-26-000002 filed by Keel Point, 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 53,856 shares
    Change vs previous 13F +968 shares

    0.12% of the 13F portfolio, value $2,063,764.

    13F-HR 0001386935-26-000001 filed by Keel Point, 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 52,888 shares
    Change vs previous 13F +2,818 shares

    0.12% of the 13F portfolio, value $2,010,787.

    13F-HR 0001386935-25-000007 filed by Keel Point, 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 50,070 shares
    Change vs previous 13F -3,664 shares

    0.12% of the 13F portfolio, value $1,766,469.

    13F-HR 0001386935-25-000004 filed by Keel Point, 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 53,734 shares
    Change vs previous 13F +1,614 shares

    0.14% of the 13F portfolio, value $1,800,106.

    13F-HR 0001386935-25-000002 filed by Keel Point, 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 52,120 shares
    Change vs previous 13F +4,623 shares

    0.15% of the 13F portfolio, value $1,868,520.

    13F-HR 0001386935-25-000001 filed by Keel Point, 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 47,497 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,727,941.

    13F-HR 0001386935-24-000007 filed by Keel Point, LLC
    Filed (acceptance time not in the bulk data set), ingested

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