Skip to content
Disclosery

Lighthouse Wealth Management Inc.: SDVY position timeline

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

Lighthouse Wealth Management Inc. held 15,497 SDVY shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,497 shares
    Change vs previous 13F -5,079 shares

    0.42% of the 13F portfolio, value $668,532.

    13F-HR 0002042810-26-000003 filed by Lighthouse Wealth Management Inc.
    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 20,576 shares
    Change vs previous 13F +315 shares

    0.55% of the 13F portfolio, value $811,307.

    13F-HR 0002042810-26-000002 filed by Lighthouse Wealth Management Inc.
    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 20,261 shares
    Change vs previous 13F -1,321 shares

    0.53% of the 13F portfolio, value $776,388.

    13F-HR 0002042810-26-000001 filed by Lighthouse Wealth Management Inc.
    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 21,582 shares
    Change vs previous 13F -3,187 shares

    0.67% of the 13F portfolio, value $820,551.

    13F-HR 0002042810-25-000007 filed by Lighthouse Wealth Management Inc.
    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 24,769 shares
    Change vs previous 13F -1,355 shares

    0.76% of the 13F portfolio, value $873,837.

    13F-HR 0002042810-25-000006 filed by Lighthouse Wealth Management Inc.
    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 26,124 shares
    Change vs previous 13F +398 shares

    0.8% of the 13F portfolio, value $875,145.

    13F-HR 0002042810-25-000003 filed by Lighthouse Wealth Management Inc.
    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 25,726 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $922,261.

    13F-HR 0002042810-25-000002 filed by Lighthouse Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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