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Disclosery

Quantum Private Wealth, LLC: SDVY position timeline

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

Quantum Private Wealth, LLC held 0 SDVY shares at 2026-03-31 per its 13F-HR filed 2026-04-27.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -5,963 shares

    13F-HR 0001104659-26-049289 filed by Quantum Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 5,963 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $228,508.

    13F-HR 0001104659-26-011333 filed by Quantum Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 5,963 shares
    Change vs previous 13F -2,843 shares

    0.07% of the 13F portfolio, value $226,716.

    13F-HR 0001104659-25-109035 filed by Quantum Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 8,806 shares
    Change vs previous 13F -987 shares

    0.1% of the 13F portfolio, value $310,660.

    13F-HR 0001104659-25-076731 filed by Quantum Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 9,793 shares
    Change vs previous 13F -655 shares

    0.12% of the 13F portfolio, value $328,080.

    13F-HR 0001172661-25-001753 filed by Quantum Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 10,448 shares
    Change vs previous 13F -1,277 shares

    0.12% of the 13F portfolio, value $374,577.

    13F-HR 0001172661-25-000433 filed by Quantum Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 11,725 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $426,572.

    13F-HR 0001172661-24-004427 filed by Quantum Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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