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Disclosery

PURSUE WEALTH PARTNERS LLC: SDVY position timeline

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

PURSUE WEALTH PARTNERS LLC held 36,449 SDVY shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,449 shares
    Change vs previous 13F 0 shares

    0.88% of the 13F portfolio, value $1,572,410.

    13F-HR 0001951757-26-001186 filed by PURSUE 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 36,449 shares
    Change vs previous 13F +6,130 shares

    0.86% of the 13F portfolio, value $1,437,000.

    13F-HR 0001951757-26-000531 filed by PURSUE 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 30,319 shares
    Change vs previous 13F 0 shares

    0.56% of the 13F portfolio, value $1,162,000.

    13F-HR 0001951757-26-000292 filed by PURSUE 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 30,319 shares
    Change vs previous 13F 0 shares

    0.63% of the 13F portfolio, value $1,152,713.

    13F-HR 0001951757-25-001324 filed by PURSUE 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 30,319 shares
    Change vs previous 13F +15,620 shares

    0.61% of the 13F portfolio, value $1,069,654.

    13F-HR 0001951757-25-001077 filed by PURSUE 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 14,699 shares
    Change vs previous 13F -6,680 shares

    0.3% of the 13F portfolio, value $492,416.

    13F-HR 0001951757-25-000420 filed by PURSUE 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 21,379 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $766,437.

    13F-HR 0001951757-25-000203 filed by PURSUE WEALTH PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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