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Disclosery

MAI Capital Management: SDVY position timeline

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

MAI Capital Management held 159,207 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 159,207 shares
    Change vs previous 13F -1,867 shares

    0.03% of the 13F portfolio, value $6,868,174.

    13F-HR 0001172661-26-003680 filed by MAI Capital Management
    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 161,074 shares
    Change vs previous 13F -1,695 shares

    0.04% of the 13F portfolio, value $6,351,161.

    13F-HR 0001040197-26-000002 filed by MAI Capital Management
    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 162,769 shares
    Change vs previous 13F +31,427 shares

    0.04% of the 13F portfolio, value $6,237,303.

    13F-HR 0001040197-26-000001 filed by MAI Capital Management
    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 131,342 shares
    Change vs previous 13F +60,455 shares

    0.03% of the 13F portfolio, value $4,993,540.

    13F-HR 0001040197-25-000006 filed by MAI Capital Management
    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 70,887 shares
    Change vs previous 13F +4,206 shares

    0.02% of the 13F portfolio, value $2,500,894.

    13F-HR 0001040197-25-000005 filed by MAI Capital Management
    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 66,681 shares
    Change vs previous 13F +18,628 shares

    0.02% of the 13F portfolio, value $2,233,818.

    13F-HR 0001040197-25-000002 filed by MAI Capital Management
    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 48,053 shares
    Change vs previous 13F -3,291 shares

    0.01% of the 13F portfolio, value $1,722,701.

    13F-HR 0001040197-25-000001 filed by MAI Capital Management
    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 51,344 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,867,895.

    13F-HR 0001040197-24-000007 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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