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Pitti Group Wealth Management, LLC: SDVY position timeline

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

Pitti Group Wealth Management, LLC held 24,220 SDVY shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,220 shares
    Change vs previous 13F +5,092 shares

    0.76% of the 13F portfolio, value $1,044,835.

    13F-HR 0001951757-26-001247 filed by Pitti Group Wealth 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 19,128 shares
    Change vs previous 13F +1,621 shares

    0.61% of the 13F portfolio, value $754,235.

    13F-HR 0001951757-26-000883 filed by Pitti Group Wealth 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 17,507 shares
    Change vs previous 13F -594 shares

    0.55% of the 13F portfolio, value $670,877.

    13F-HR 0001951757-26-000440 filed by Pitti Group Wealth 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 18,101 shares
    Change vs previous 13F +3,179 shares

    0.59% of the 13F portfolio, value $688,197.

    13F-HR 0001951757-25-001334 filed by Pitti Group Wealth 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 14,922 shares
    Change vs previous 13F +628 shares

    0.45% of the 13F portfolio, value $526,453.

    13F-HR 0001951757-25-000845 filed by Pitti Group Wealth Management, 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 14,294 shares
    Change vs previous 13F +784 shares

    0.49% of the 13F portfolio, value $478,852.

    13F-HR 0001951757-25-000334 filed by Pitti Group Wealth 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 13,510 shares
    Change vs previous 13F +5,605 shares

    0.49% of the 13F portfolio, value $484,334.

    13F-HR 0001951757-25-000230 filed by Pitti Group Wealth Management, 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 7,905 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $259,038.

    13F-HR 0001951757-24-001140 filed by Pitti Group Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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