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Disclosery

Mutual Advisors, LLC: SDVY position timeline

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

Mutual Advisors, LLC held 117,804 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 117,804 shares
    Change vs previous 13F +31,412 shares

    0.1% of the 13F portfolio, value $5,082,053.

    13F-HR 0001986152-26-000154 filed by Mutual Advisors, 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 86,392 shares
    Change vs previous 13F -13,626 shares

    0.07% of the 13F portfolio, value $3,406,437.

    13F-HR 0001986152-26-000054 filed by Mutual Advisors, 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 100,018 shares
    Change vs previous 13F +15,885 shares

    0.08% of the 13F portfolio, value $3,832,672.

    13F-HR 0001986152-26-000005 filed by Mutual Advisors, 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 84,133 shares
    Change vs previous 13F +3,425 shares

    0.07% of the 13F portfolio, value $3,165,909.

    13F-HR 0001986152-25-000100 filed by Mutual Advisors, 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 80,708 shares
    Change vs previous 13F +2,527 shares

    0.07% of the 13F portfolio, value $2,953,902.

    13F-HR 0001986152-25-000050 filed by Mutual Advisors, 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 78,181 shares
    Change vs previous 13F +12,752 shares

    0.07% of the 13F portfolio, value $2,534,632.

    13F-HR 0001986152-25-000037 filed by Mutual Advisors, 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 65,429 shares
    Change vs previous 13F +21,825 shares

    0.07% of the 13F portfolio, value $2,449,007.

    13F-HR 0001986152-25-000002 filed by Mutual Advisors, 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 43,604 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,581,523.

    13F-HR 0001986152-24-000046 filed by Mutual Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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