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Disclosery

RFG Advisory, LLC: SDVY position timeline

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

RFG Advisory, LLC held 265,289 SDVY shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 265,289 shares
    Change vs previous 13F -35,004 shares

    0.18% of the 13F portfolio, value $11,444,557.

    13F-HR 0001633387-26-000008 filed by RFG Advisory, 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 300,293 shares
    Change vs previous 13F +40,647 shares

    0.22% of the 13F portfolio, value $11,840,570.

    13F-HR 0001633387-26-000005 filed by RFG Advisory, 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 259,646 shares
    Change vs previous 13F -46,690 shares

    0.19% of the 13F portfolio, value $9,949,628.

    13F-HR 0001633387-26-000002 filed by RFG Advisory, 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 306,336 shares
    Change vs previous 13F -51,852 shares

    0.24% of the 13F portfolio, value $11,646,736.

    13F-HR 0001633387-25-000006 filed by RFG Advisory, 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 358,188 shares
    Change vs previous 13F +17,504 shares

    0.3% of the 13F portfolio, value $12,636,868.

    13F-HR 0001085146-25-004183 filed by RFG Advisory, 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 340,684 shares
    Change vs previous 13F +63,664 shares

    0.31% of the 13F portfolio, value $11,412,909.

    13F-HR 0001085146-25-001983 filed by RFG Advisory, 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 277,020 shares
    Change vs previous 13F +72,507 shares

    0.28% of the 13F portfolio, value $9,931,159.

    13F-HR 0001085146-25-000342 filed by RFG Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 204,513 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $7,440,195.

    13F-HR 0001085146-24-004971 filed by RFG Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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