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Sagace Wealth Management LLC: TDIV position timeline

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

Sagace Wealth Management LLC held 33,890 TDIV shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,890 shares
    Change vs previous 13F -162 shares

    2.46% of the 13F portfolio, value $3,893,283.

    13F-HR 0002027449-26-000003 filed by Sagace Wealth Management 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 34,052 shares
    Change vs previous 13F +4,733 shares

    2.16% of the 13F portfolio, value $3,189,310.

    13F-HR 0002027449-26-000002 filed by Sagace Wealth Management 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 29,319 shares
    Change vs previous 13F -985 shares

    1.93% of the 13F portfolio, value $2,839,252.

    13F-HR 0002027449-26-000001 filed by Sagace Wealth Management 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 30,304 shares
    Change vs previous 13F -5,134 shares

    2.04% of the 13F portfolio, value $2,987,671.

    13F-HR 0002027449-25-000007 filed by Sagace Wealth Management 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 35,438 shares
    Change vs previous 13F +17,522 shares

    2.39% of the 13F portfolio, value $3,195,444.

    13F-HR 0002027449-25-000004 filed by Sagace Wealth Management 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 17,916 shares
    Change vs previous 13F +843 shares

    1% of the 13F portfolio, value $1,318,797.

    13F-HR 0002027449-25-000002 filed by Sagace Wealth Management 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 17,073 shares
    Change vs previous 13F -2,753 shares

    1% of the 13F portfolio, value $1,339,548.

    13F-HR 0002027449-25-000001 filed by Sagace Wealth Management 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 19,826 shares
    Change vs previous 13F not available

    1.26% of the 13F portfolio, value $1,628,309.

    13F-HR 0002027449-24-000002 filed by Sagace Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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