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Disclosery

Savvy Advisors, Inc.: CB position timeline

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

Savvy Advisors, Inc. held 4,511 CB 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 4,511 shares
    Change vs previous 13F +198 shares

    0.03% of the 13F portfolio, value $1,537,016.

    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 4,313 shares
    Change vs previous 13F -153 shares

    0.04% of the 13F portfolio, value $1,405,739.

    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 4,466 shares
    Change vs previous 13F +1,795 shares

    0.05% of the 13F portfolio, value $1,393,928.

    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 2,671 shares
    Change vs previous 13F +1,291 shares

    0.03% of the 13F portfolio, value $753,890.

    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 1,380 shares
    Change vs previous 13F +306 shares

    0.03% of the 13F portfolio, value $399,814.

    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 1,074 shares
    Change vs previous 13F +104 shares

    0.03% of the 13F portfolio, value $324,337.

    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 970 shares
    Change vs previous 13F -1,530 shares

    0.03% of the 13F portfolio, value $268,054.

    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 2,500 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $720,975.

    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).