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Disclosery

Laidlaw Wealth Management LLC: SDVY position timeline

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

Laidlaw Wealth Management LLC held 0 SDVY shares at 2025-12-31 per its 13F-HR filed 2026-02-17.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -22,946 shares

    13F-HR 0001800608-26-000001 filed by Laidlaw Wealth 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 ended2025-09-30
    13F 22,946 shares
    Change vs previous 13F -657 shares

    2.08% of the 13F portfolio, value $872,395.

    13F-HR 0001800608-25-000006 filed by Laidlaw Wealth 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 ended2025-06-30
    13F 23,603 shares
    Change vs previous 13F -2,973 shares

    2.4% of the 13F portfolio, value $832,714.

    13F-HR 0001800608-25-000003 filed by Laidlaw Wealth 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 ended2025-03-31
    13F 26,576 shares
    Change vs previous 13F -26,909 shares

    2.65% of the 13F portfolio, value $890,296.

    13F-HR 0001800608-25-000002 filed by Laidlaw Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 53,485 shares
    Change vs previous 13F +10,505 shares

    0.84% of the 13F portfolio, value $1,917,437.

    13F-HR 0001800608-25-000001 filed by Laidlaw Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 42,980 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $1,563,612.

    13F-HR 0001800608-24-000005 filed by Laidlaw Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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