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Disclosery

Maia Wealth LLC: SDVY position timeline

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

Maia Wealth LLC held 89,978 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 89,978 shares
    Change vs previous 13F -8,416 shares

    0.57% of the 13F portfolio, value $3,881,658.

    13F-HR 0002010858-26-000005 filed by Maia Wealth 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 98,394 shares
    Change vs previous 13F -3,627 shares

    0.66% of the 13F portfolio, value $3,879,691.

    13F-HR 0002010858-26-000004 filed by Maia Wealth 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 102,021 shares
    Change vs previous 13F -25,439 shares

    0.73% of the 13F portfolio, value $4,265,513.

    13F-HR 0002010858-26-000001 filed by Maia Wealth 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 127,460 shares
    Change vs previous 13F -2,120 shares

    0.82% of the 13F portfolio, value $4,840,920.

    13F-HR 0002010858-25-000006 filed by Maia Wealth 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 129,580 shares
    Change vs previous 13F +11,289 shares

    0.87% of the 13F portfolio, value $4,571,587.

    13F-HR 0002010858-25-000004 filed by Maia Wealth 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 118,291 shares
    Change vs previous 13F -10,455 shares

    0.85% of the 13F portfolio, value $3,726,173.

    13F-HR 0002010858-25-000003 filed by Maia Wealth 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 128,746 shares
    Change vs previous 13F -5,245 shares

    1.04% of the 13F portfolio, value $4,843,438.

    13F-HR 0002010858-25-000001 filed by Maia Wealth 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 133,991 shares
    Change vs previous 13F not available

    1.2% of the 13F portfolio, value $4,859,863.

    13F-HR 0002010858-24-000004 filed by Maia Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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