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Old Port Advisors: SDVY position timeline

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

Old Port Advisors held 11,696 SDVY shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,696 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $504,565.

    13F-HR 0001744348-26-000003 filed by Old Port Advisors
    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 11,696 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $461,173.

    13F-HR 0001744348-26-000002 filed by Old Port Advisors
    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 11,696 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $448,191.

    13F-HR 0001744348-26-000001 filed by Old Port Advisors
    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 11,696 shares
    Change vs previous 13F +71 shares

    0.11% of the 13F portfolio, value $444,676.

    13F-HR 0001744348-25-000006 filed by Old Port Advisors
    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 11,625 shares
    Change vs previous 13F -1,072 shares

    0.11% of the 13F portfolio, value $410,130.

    13F-HR 0001744348-25-000004 filed by Old Port Advisors
    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 12,697 shares
    Change vs previous 13F -125 shares

    0.13% of the 13F portfolio, value $425,350.

    13F-HR 0001744348-25-000003 filed by Old Port Advisors
    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 12,822 shares
    Change vs previous 13F -43 shares

    0.13% of the 13F portfolio, value $459,669.

    13F-HR 0001744348-25-000001 filed by Old Port Advisors
    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 12,865 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $468,029.

    13F-HR 0001744348-24-000004 filed by Old Port Advisors
    Filed (acceptance time not in the bulk data set), ingested

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