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Disclosery

Richmond Investment Services, LLC: SDVY position timeline

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

Richmond Investment Services, LLC held 220,506 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 220,506 shares
    Change vs previous 13F -194,186 shares

    3.01% of the 13F portfolio, value $9,512,619.

    13F-HR 0002085853-26-000873 filed by Richmond Investment Services, 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 414,692 shares
    Change vs previous 13F +17,972 shares

    2.64% of the 13F portfolio, value $16,351,194.

    13F-HR 0002085853-26-000531 filed by Richmond Investment Services, 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 396,720 shares
    Change vs previous 13F +42,270 shares

    2.63% of the 13F portfolio, value $15,202,236.

    13F-HR 0002085853-26-000262 filed by Richmond Investment Services, 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 354,450 shares
    Change vs previous 13F -206,264 shares

    2.51% of the 13F portfolio, value $13,475,774.

    13F-HR 0002085853-25-000267 filed by Richmond Investment Services, 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 560,714 shares
    Change vs previous 13F +284,745 shares

    4.18% of the 13F portfolio, value $19,781,956.

    13F-HR 0001667731-25-001095 filed by Richmond Investment Services, 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 275,969 shares
    Change vs previous 13F +63,510 shares

    5.02% of the 13F portfolio, value $9,245,090.

    13F-HR 0001667731-25-000637 filed by Richmond Investment Services, 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 212,459 shares
    Change vs previous 13F not available

    4.28% of the 13F portfolio, value $7,616,647.

    13F-HR 0001667731-25-000282 filed by Richmond Investment Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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