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Private Wealth Asset Management, LLC: SDVY position timeline

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

Private Wealth Asset Management, LLC held 639,969 SDVY shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 639,969 shares
    Change vs previous 13F +129,379 shares

    2.67% of the 13F portfolio, value $27,721,031.

    13F-HR 0001883006-26-000007 filed by Private Wealth Asset 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 510,590 shares
    Change vs previous 13F +153,002 shares

    2.15% of the 13F portfolio, value $20,132,564.

    13F-HR 0001883006-26-000005 filed by Private Wealth Asset 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 357,588 shares
    Change vs previous 13F +76,039 shares

    1.49% of the 13F portfolio, value $13,702,772.

    13F-HR 0001883006-26-000003 filed by Private Wealth Asset 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 281,549 shares
    Change vs previous 13F +20,684 shares

    1.26% of the 13F portfolio, value $10,704,352.

    13F-HR 0001883006-25-000003 filed by Private Wealth Asset 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 260,865 shares
    Change vs previous 13F +78,960 shares

    1.22% of the 13F portfolio, value $9,203,317.

    13F-HR 0001855205-25-000033 filed by Private Wealth Asset 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 181,905 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $6,093,818.

    13F-HR 0001855205-25-000031 filed by Private Wealth Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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