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SECURED RETIREMENT ADVISORS, LLC: SDVY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SECURED RETIREMENT ADVISORS, LLC on SDVY, newest first. How the timeline and the estimate are built.

SECURED RETIREMENT ADVISORS, LLC held 36,180 SDVY shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,180 shares
    Change vs previous 13F -1,299 shares

    0.8% of the 13F portfolio, value $1,560,809.

    13F-HR 0002012356-26-000004 filed by SECURED RETIREMENT ADVISORS, LLC
    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 37,479 shares
    Change vs previous 13F -2,058 shares

    0.84% of the 13F portfolio, value $1,477,802.

    13F-HR 0002012356-26-000003 filed by SECURED RETIREMENT ADVISORS, LLC
    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 39,537 shares
    Change vs previous 13F -3,666 shares

    0.85% of the 13F portfolio, value $1,515,057.

    13F-HR 0002012356-26-000001 filed by SECURED RETIREMENT ADVISORS, LLC
    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 43,203 shares
    Change vs previous 13F -2,137 shares

    0.92% of the 13F portfolio, value $1,642,574.

    13F-HR 0002012356-25-000003 filed by SECURED RETIREMENT ADVISORS, LLC
    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 45,340 shares
    Change vs previous 13F -1,400 shares

    0.95% of the 13F portfolio, value $1,599,607.

    13F-HR 0001085146-25-004057 filed by SECURED RETIREMENT ADVISORS, LLC
    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 46,740 shares
    Change vs previous 13F -28,709 shares

    1.01% of the 13F portfolio, value $1,565,790.

    13F-HR 0001085146-25-002531 filed by SECURED RETIREMENT ADVISORS, LLC
    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 75,449 shares
    Change vs previous 13F +1,807 shares

    1.55% of the 13F portfolio, value $2,704,847.

    13F-HR 0001085146-25-000642 filed by SECURED RETIREMENT ADVISORS, LLC
    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 73,642 shares
    Change vs previous 13F not available

    1.93% of the 13F portfolio, value $2,679,096.

    13F-HR 0001085146-24-005199 filed by SECURED RETIREMENT ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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