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Disclosery

Mason & Associates Inc: SDVY position timeline

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

Mason & Associates Inc held 83,523 SDVY shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 83,523 shares
    Change vs previous 13F +1,846 shares

    0.58% of the 13F portfolio, value $3,603,185.

    13F-HR 0001917686-26-000003 filed by Mason & Associates 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 81,677 shares
    Change vs previous 13F +2,317 shares

    0.61% of the 13F portfolio, value $3,143,750.

    13F-HR 0001917686-26-000002 filed by Mason & Associates 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 79,360 shares
    Change vs previous 13F -2,689 shares

    0.57% of the 13F portfolio, value $3,041,075.

    13F-HR 0001917686-26-000001 filed by Mason & Associates 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 82,049 shares
    Change vs previous 13F +5,624 shares

    0.63% of the 13F portfolio, value $3,119,462.

    13F-HR 0001917686-25-000007 filed by Mason & Associates 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 76,425 shares
    Change vs previous 13F +1,183 shares

    0.62% of the 13F portfolio, value $2,696,274.

    13F-HR 0001917686-25-000005 filed by Mason & Associates 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 75,242 shares
    Change vs previous 13F +1,752 shares

    0.63% of the 13F portfolio, value $2,520,607.

    13F-HR 0001917686-25-000002 filed by Mason & Associates 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 73,490 shares
    Change vs previous 13F -415 shares

    0.62% of the 13F portfolio, value $2,634,617.

    13F-HR 0001917686-25-000001 filed by Mason & Associates Inc
    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 73,905 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $2,688,664.

    13F-HR 0001917686-24-000005 filed by Mason & Associates Inc
    Filed (acceptance time not in the bulk data set), ingested

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