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Ritter Daniher Financial Advisory LLC / DE: SDVY position timeline

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

Ritter Daniher Financial Advisory LLC / DE held 37,926 SDVY shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,926 shares
    Change vs previous 13F +1,680 shares

    0.25% of the 13F portfolio, value $1,636,134.

    13F-HR 0001936603-26-000003 filed by Ritter Daniher Financial Advisory LLC / DE
    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 36,246 shares
    Change vs previous 13F -491 shares

    0.24% of the 13F portfolio, value $1,429,194.

    13F-HR 0001936603-26-000002 filed by Ritter Daniher Financial Advisory LLC / DE
    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 36,737 shares
    Change vs previous 13F -3,688 shares

    0.24% of the 13F portfolio, value $1,407,778.

    13F-HR 0001936603-26-000001 filed by Ritter Daniher Financial Advisory LLC / DE
    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 40,425 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $1,536,950.

    13F-HR 0001936603-25-000003 filed by Ritter Daniher Financial Advisory LLC / DE
    Filed (acceptance time not in the bulk data set), ingested

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