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LFA - Lugano Financial Advisors SA: SDVY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LFA - Lugano Financial Advisors SA on SDVY, newest first. How the timeline and the estimate are built.

LFA - Lugano Financial Advisors SA held 640 SDVY shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 640 shares
    Change vs previous 13F -910 shares

    0.02% of the 13F portfolio, value $27,610.

    13F-HR 0001737871-26-000004 filed by LFA - Lugano Financial Advisors SA
    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 1,550 shares
    Change vs previous 13F -105,408 shares

    0.03% of the 13F portfolio, value $61,117.

    13F-HR 0001737871-26-000002 filed by LFA - Lugano Financial Advisors SA
    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 106,958 shares
    Change vs previous 13F -12,689 shares

    2.12% of the 13F portfolio, value $4,098,631.

    13F-HR 0001737871-26-000001 filed by LFA - Lugano Financial Advisors SA
    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 119,647 shares
    Change vs previous 13F -7,292 shares

    2.4% of the 13F portfolio, value $4,548,919.

    13F-HR 0001737871-25-000006 filed by LFA - Lugano Financial Advisors SA
    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 126,939 shares
    Change vs previous 13F -64,317 shares

    2.65% of the 13F portfolio, value $4,478,408.

    13F-HR 0001737871-25-000004 filed by LFA - Lugano Financial Advisors SA
    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 191,256 shares
    Change vs previous 13F +1,210 shares

    4.36% of the 13F portfolio, value $6,407,076.

    13F-HR 0001737871-25-000002 filed by LFA - Lugano Financial Advisors SA
    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 190,046 shares
    Change vs previous 13F not available

    4.45% of the 13F portfolio, value $6,813,149.

    13F-HR 0001737871-25-000001 filed by LFA - Lugano Financial Advisors SA
    Filed (acceptance time not in the bulk data set), ingested

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