Savvy Advisors, Inc.: DOW position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Savvy Advisors, Inc. on DOW, newest first. How the timeline and the estimate are built.
Savvy Advisors, Inc. held 25,934 DOW shares at 2026-06-30 per its 13F-HR filed 2026-08-03.
the latest 13F is the newest step
- period ended2026-06-3013F 25,934 sharesChange vs previous 13F +2,926 shares
0.02% of the 13F portfolio, value $709,567.
13F-HR 0002003633-26-000004 filed by Savvy Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 23,008 sharesChange vs previous 13F +2,662 shares
0.03% of the 13F portfolio, value $958,276.
13F-HR 0002003633-26-000003 filed by Savvy Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 20,346 sharesChange vs previous 13F +1,244 shares
0.02% of the 13F portfolio, value $475,690.
13F-HR 0002003633-26-000001 filed by Savvy Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 19,102 sharesChange vs previous 13F -605 shares
0.02% of the 13F portfolio, value $438,003.
13F-HR 0002003633-25-000008 filed by Savvy Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 19,707 sharesChange vs previous 13F +8,475 shares
0.03% of the 13F portfolio, value $521,841.
13F-HR 0002003633-25-000005 filed by Savvy Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 11,232 sharesChange vs previous 13F -789 shares
0.04% of the 13F portfolio, value $392,221.
13F-HR 0002003633-25-000004 filed by Savvy Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 12,021 sharesChange vs previous 13F -1 shares
0.06% of the 13F portfolio, value $482,403.
13F-HR 0002003633-25-000002 filed by Savvy Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 12,022 sharesChange vs previous 13F not available
0.13% of the 13F portfolio, value $656,762.
13F-HR 0002003633-24-000005 filed by Savvy Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).