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Disclosery

MARSHALL INVESTMENT MANAGEMENT, LLC: SDVY position timeline

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

MARSHALL INVESTMENT MANAGEMENT, LLC held 41,554 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 41,554 shares
    Change vs previous 13F -1,223 shares

    0.74% of the 13F portfolio, value $1,792,640.

    13F-HR 0001420506-26-001782 filed by MARSHALL INVESTMENT 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 42,777 shares
    Change vs previous 13F +2,665 shares

    0.81% of the 13F portfolio, value $1,686,688.

    13F-HR 0001420506-26-000857 filed by MARSHALL INVESTMENT 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 40,112 shares
    Change vs previous 13F -1,985 shares

    0.77% of the 13F portfolio, value $1,537,069.

    13F-HR 0001420506-26-000223 filed by MARSHALL INVESTMENT 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 42,097 shares
    Change vs previous 13F +42,097 shares

    0.85% of the 13F portfolio, value $1,600,492.

    13F-HR 0001420506-25-003216 filed by MARSHALL INVESTMENT 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 0 shares
    Change vs previous 13F -41,830 shares

    13F-HR 0001420506-25-001991 filed by MARSHALL INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  6. period ended2025-03-31
    13F 41,830 shares
    Change vs previous 13F +658 shares

    0.87% of the 13F portfolio, value $1,401,290.

    13F-HR 0001420506-25-000926 filed by MARSHALL INVESTMENT 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 41,172 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $1,497,837.

    13F-HR 0001986152-25-000015 filed by MARSHALL INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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