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Savvy Advisors, Inc.: C position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Savvy Advisors, Inc. on C, newest first. How the timeline and the estimate are built.

Savvy Advisors, Inc. held 23,720 C 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 23,720 shares
    Change vs previous 13F +1,826 shares

    0.07% of the 13F portfolio, value $3,319,809.

    13F-HR 0002003633-26-000004 filed by Savvy Advisors, Inc.
    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 21,894 shares
    Change vs previous 13F +4,767 shares

    0.07% of the 13F portfolio, value $2,483,018.

    13F-HR 0002003633-26-000003 filed by Savvy Advisors, Inc.
    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 17,127 shares
    Change vs previous 13F +3,119 shares

    0.06% of the 13F portfolio, value $1,998,596.

    13F-HR 0002003633-26-000001 filed by Savvy Advisors, Inc.
    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 14,008 shares
    Change vs previous 13F +1,577 shares

    0.07% of the 13F portfolio, value $1,421,803.

    13F-HR 0002003633-25-000008 filed by Savvy Advisors, Inc.
    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 12,431 shares
    Change vs previous 13F +3,134 shares

    0.07% of the 13F portfolio, value $1,058,100.

    13F-HR 0002003633-25-000005 filed by Savvy Advisors, Inc.
    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 9,297 shares
    Change vs previous 13F -164 shares

    0.07% of the 13F portfolio, value $659,972.

    13F-HR 0002003633-25-000004 filed by Savvy Advisors, Inc.
    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 9,461 shares
    Change vs previous 13F -1,495 shares

    0.08% of the 13F portfolio, value $665,938.

    13F-HR 0002003633-25-000002 filed by Savvy Advisors, Inc.
    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 10,956 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $685,846.

    13F-HR 0002003633-24-000005 filed by Savvy Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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