Performance Wealth Partners, LLC: SDVY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Performance Wealth Partners, LLC on SDVY, newest first. How the timeline and the estimate are built.
Performance Wealth Partners, LLC held 157,156 SDVY shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 157,156 sharesChange vs previous 13F not available
0.17% of the 13F portfolio, value $6,779,702.
13F-HR 0001951757-26-001190 filed by Performance Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec ยง4.2).