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Disclosery

Sanchez Wealth Management Group: SDVY position timeline

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

Sanchez Wealth Management Group held 466,604 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 466,604 shares
    Change vs previous 13F +14,879 shares

    3.53% of the 13F portfolio, value $20,129,268.

    13F-HR 0001420506-26-001300 filed by Sanchez Wealth Management Group
    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 451,725 shares
    Change vs previous 13F +5,492 shares

    3.85% of the 13F portfolio, value $17,811,474.

    13F-HR 0001420506-26-000768 filed by Sanchez Wealth Management Group
    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 446,233 shares
    Change vs previous 13F +42,676 shares

    3.66% of the 13F portfolio, value $17,099,633.

    13F-HR 0001420506-26-000149 filed by Sanchez Wealth Management Group
    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 403,557 shares
    Change vs previous 13F +13,813 shares

    3.41% of the 13F portfolio, value $15,342,996.

    13F-HR 0001420506-25-003033 filed by Sanchez Wealth Management Group
    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 389,744 shares
    Change vs previous 13F +15,237 shares

    3.32% of the 13F portfolio, value $13,750,139.

    13F-HR 0001420506-25-001756 filed by Sanchez Wealth Management Group
    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 374,507 shares
    Change vs previous 13F +20,026 shares

    3.41% of the 13F portfolio, value $12,546,118.

    13F-HR 0001420506-25-000777 filed by Sanchez Wealth Management Group
    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 354,481 shares
    Change vs previous 13F +2,731 shares

    3.47% of the 13F portfolio, value $12,708,146.

    13F-HR 0001420506-25-000063 filed by Sanchez Wealth Management Group
    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 351,750 shares
    Change vs previous 13F not available

    3.9% of the 13F portfolio, value $12,796,653.

    13F-HR 0001420506-24-002211 filed by Sanchez Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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