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PRECEDENT WEALTH PARTNERS, LLC: SDVY position timeline

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

PRECEDENT WEALTH PARTNERS, LLC held 333,482 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 333,482 shares
    Change vs previous 13F +40,226 shares

    2.39% of the 13F portfolio, value $14,386,411.

    13F-HR 0002008666-26-000007 filed by PRECEDENT WEALTH PARTNERS, 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 293,256 shares
    Change vs previous 13F +35,669 shares

    2.31% of the 13F portfolio, value $11,563,107.

    13F-HR 0002008666-26-000003 filed by PRECEDENT WEALTH PARTNERS, 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 257,587 shares
    Change vs previous 13F +12,855 shares

    2.07% of the 13F portfolio, value $9,870,716.

    13F-HR 0002008666-26-000001 filed by PRECEDENT WEALTH PARTNERS, 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 244,732 shares
    Change vs previous 13F +30,683 shares

    2.05% of the 13F portfolio, value $9,304,591.

    13F-HR 0002008666-25-000007 filed by PRECEDENT WEALTH PARTNERS, 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 214,049 shares
    Change vs previous 13F +13,793 shares

    1.85% of the 13F portfolio, value $7,551,641.

    13F-HR 0002008666-25-000004 filed by PRECEDENT WEALTH PARTNERS, 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 200,256 shares
    Change vs previous 13F +81,632 shares

    1.86% of the 13F portfolio, value $6,708,568.

    13F-HR 0002008666-25-000002 filed by PRECEDENT WEALTH PARTNERS, 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 118,624 shares
    Change vs previous 13F not available

    1.39% of the 13F portfolio, value $4,252,656.

    13F-HR 0002008666-25-000001 filed by PRECEDENT WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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