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REICON WEALTH ADVISORS, LLC: SDVY position timeline

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

REICON WEALTH ADVISORS, LLC held 18,587 SDVY shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,587 shares
    Change vs previous 13F +1,500 shares

    0.5% of the 13F portfolio, value $801,851.

    13F-HR 0001398344-26-013051 filed by REICON WEALTH ADVISORS, 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 17,087 shares
    Change vs previous 13F -9,300 shares

    0.52% of the 13F portfolio, value $673,747.

    13F-HR 0001398344-26-008791 filed by REICON WEALTH ADVISORS, 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 26,387 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $1,011,155.

    13F-HR 0001398344-26-001728 filed by REICON WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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