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Randall & Associates Wealth Management: SDVY position timeline

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

Randall & Associates Wealth Management held 354,958 SDVY shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 354,958 shares
    Change vs previous 13F +73,284 shares

    9.47% of the 13F portfolio, value $15,312,889.

    13F-HR 0002011901-26-000003 filed by Randall & Associates Wealth Management
    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 281,674 shares
    Change vs previous 13F +110,601 shares

    7.49% of the 13F portfolio, value $11,106,406.

    13F-HR 0002011901-26-000002 filed by Randall & Associates Wealth Management
    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 171,073 shares
    Change vs previous 13F -1,097 shares

    4.54% of the 13F portfolio, value $6,555,517.

    13F-HR 0002011901-26-000001 filed by Randall & Associates Wealth Management
    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 172,170 shares
    Change vs previous 13F -39,892 shares

    4.75% of the 13F portfolio, value $6,545,816.

    13F-HR 0002011901-25-000008 filed by Randall & Associates Wealth Management
    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 212,062 shares
    Change vs previous 13F not available

    5.75% of the 13F portfolio, value $7,481,548.

    13F-HR 0001085146-25-004041 filed by Randall & Associates Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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