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Disclosery

PKS Advisory Services, LLC: SDVY position timeline

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

PKS Advisory Services, LLC held 42,909 SDVY shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42,909 shares
    Change vs previous 13F -2,567 shares

    0.3% of the 13F portfolio, value $1,850,945.

    13F-HR 0001605401-26-000003 filed by PKS Advisory Services, 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 45,476 shares
    Change vs previous 13F +903 shares

    0.42% of the 13F portfolio, value $1,793,105.

    13F-HR 0001605401-26-000002 filed by PKS Advisory Services, 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 44,573 shares
    Change vs previous 13F +36 shares

    0.39% of the 13F portfolio, value $1,708,021.

    13F-HR 0001605401-26-000001 filed by PKS Advisory Services, 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 44,537 shares
    Change vs previous 13F +1,601 shares

    0.35% of the 13F portfolio, value $1,693,268.

    13F-HR 0001605401-25-000005 filed by PKS Advisory Services, 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 42,936 shares
    Change vs previous 13F +730 shares

    0.39% of the 13F portfolio, value $1,514,782.

    13F-HR 0001221073-25-000075 filed by PKS Advisory Services, 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 42,206 shares
    Change vs previous 13F +4,531 shares

    0.39% of the 13F portfolio, value $1,407,268.

    13F-HR 0001221073-25-000056 filed by PKS Advisory Services, 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 37,675 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $1,350,680.

    13F-HR 0001221073-25-000032 filed by PKS Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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