Savvy Advisors, Inc.: DSM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Savvy Advisors, Inc. on DSM, newest first. How the timeline and the estimate are built.
Savvy Advisors, Inc. held 59,072 DSM shares at 2026-06-30 per its 13F-HR filed 2026-08-03.
the latest 13F is the newest step
- period ended2026-06-3013F 59,072 sharesChange vs previous 13F -3,150 shares
0.01% of the 13F portfolio, value $363,291.
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 62,222 sharesChange vs previous 13F +62,222 shares
0.01% of the 13F portfolio, value $373,952.
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 0 sharesChange vs previous 13F -72,059 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2025-09-3013F 72,059 sharesChange vs previous 13F -11,472 shares
0.02% of the 13F portfolio, value $426,588.
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 83,531 sharesChange vs previous 13F -2,992 shares
0.03% of the 13F portfolio, value $467,771.
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 86,523 sharesChange vs previous 13F +9,117 shares
0.05% of the 13F portfolio, value $499,236.
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 77,406 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $449,729.
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).