Skip to content
Disclosery

Maridea Wealth Management LLC: SDVY position timeline

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

Maridea Wealth Management LLC held 85,270 SDVY shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 85,270 shares
    Change vs previous 13F +4,295 shares

    0.4% of the 13F portfolio, value $3,678,535.

    13F-HR 0001951757-26-001115 filed by Maridea Wealth Management 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 80,975 shares
    Change vs previous 13F +21,057 shares

    0.47% of the 13F portfolio, value $3,192,835.

    13F-HR 0001951757-26-000680 filed by Maridea 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 ended2025-12-31
    13F 59,918 shares
    Change vs previous 13F +39,327 shares

    0.35% of the 13F portfolio, value $2,296,058.

    13F-HR 0001951757-26-000036 filed by Maridea 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 ended2025-09-30
    13F 20,591 shares
    Change vs previous 13F +6,494 shares

    0.12% of the 13F portfolio, value $772,771.

    13F-HR 0001951757-25-001342 filed by Maridea 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 ended2025-06-30
    13F 14,097 shares
    Change vs previous 13F -3,113 shares

    0.13% of the 13F portfolio, value $497,334.

    13F-HR 0001951757-25-000866 filed by Maridea 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 ended2025-03-31
    13F 17,210 shares
    Change vs previous 13F +7,273 shares

    0.19% of the 13F portfolio, value $576,526.

    13F-HR 0001951757-25-000523 filed by Maridea Wealth Management 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 9,937 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $356,258.

    13F-HR 0001951757-25-000242 filed by Maridea Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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