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Solano Wealth Investment Advisors LLC: SDVY position timeline

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

Solano Wealth Investment Advisors LLC held 416,944 SDVY shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 416,944 shares
    Change vs previous 13F -8,163 shares

    8.19% of the 13F portfolio, value $17,987,007.

    13F-HR 0001172661-26-002902 filed by Solano Wealth Investment 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 425,107 shares
    Change vs previous 13F -6,352 shares

    8.35% of the 13F portfolio, value $16,761,944.

    13F-HR 0001172661-26-002198 filed by Solano Wealth Investment 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 431,459 shares
    Change vs previous 13F -422 shares

    8.19% of the 13F portfolio, value $16,533,496.

    13F-HR 0001172661-26-000687 filed by Solano Wealth Investment 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 431,881 shares
    Change vs previous 13F +10,241 shares

    7.92% of the 13F portfolio, value $16,419,894.

    13F-HR 0001172661-25-004759 filed by Solano Wealth Investment 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 421,640 shares
    Change vs previous 13F +16,566 shares

    7.64% of the 13F portfolio, value $14,875,473.

    13F-HR 0001172661-25-003068 filed by Solano Wealth Investment 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 405,074 shares
    Change vs previous 13F +53,927 shares

    8.4% of the 13F portfolio, value $13,570,112.

    13F-HR 0001172661-25-001831 filed by Solano Wealth Investment 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 351,147 shares
    Change vs previous 13F not available

    7.57% of the 13F portfolio, value $12,588,624.

    13F-HR 0001172661-25-000758 filed by Solano Wealth Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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