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Disclosery

Savvy Advisors, Inc.: LODE position timeline

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

Savvy Advisors, Inc. held 538,265 LODE 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 538,265 shares
    Change vs previous 13F +25,700 shares

    0.05% of the 13F portfolio, value $2,239,182.

    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 512,565 shares
    Change vs previous 13F +44,950 shares

    0.04% of the 13F portfolio, value $1,563,323.

    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 467,615 shares
    Change vs previous 13F +5,335 shares

    0.06% of the 13F portfolio, value $1,758,232.

    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 462,280 shares
    Change vs previous 13F +55,600 shares

    0.07% of the 13F portfolio, value $1,580,998.

    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 406,680 shares
    Change vs previous 13F +81,670 shares

    0.1% of the 13F portfolio, value $1,541,317.

    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 325,010 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $793,024.

    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).