Skip to content
Disclosery

Key Client Fiduciary Advisors, LLC: SDVY position timeline

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

Key Client Fiduciary Advisors, LLC held 158,158 SDVY shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 158,158 shares
    Change vs previous 13F -3,029 shares

    1.99% of the 13F portfolio, value $6,822,932.

    13F-HR 0002085853-26-000672 filed by Key Client Fiduciary Advisors, 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 161,187 shares
    Change vs previous 13F +4,749 shares

    2.18% of the 13F portfolio, value $6,355,604.

    13F-HR 0002085853-26-000300 filed by Key Client Fiduciary Advisors, 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 156,438 shares
    Change vs previous 13F -253 shares

    2.08% of the 13F portfolio, value $5,994,701.

    13F-HR 0002085853-26-000118 filed by Key Client Fiduciary Advisors, 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 156,691 shares
    Change vs previous 13F +1,710 shares

    2.01% of the 13F portfolio, value $5,957,296.

    13F-HR 0002085853-25-000085 filed by Key Client Fiduciary Advisors, 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 154,981 shares
    Change vs previous 13F +20,703 shares

    2.24% of the 13F portfolio, value $5,467,728.

    13F-HR 0001667731-25-000758 filed by Key Client Fiduciary Advisors, 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 134,278 shares
    Change vs previous 13F +109,976 shares

    2.07% of the 13F portfolio, value $4,498,303.

    13F-HR 0001667731-25-000398 filed by Key Client Fiduciary Advisors, 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 24,302 shares
    Change vs previous 13F -665 shares

    0.39% of the 13F portfolio, value $871,242.

    13F-HR 0001667731-25-000057 filed by Key Client Fiduciary Advisors, 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 24,967 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $908,308.

    13F-HR 0001912612-24-000004 filed by Key Client Fiduciary Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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