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Disclosery

Stone Wealth Partners: SDVY position timeline

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

Stone Wealth Partners held 72,506 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 72,506 shares
    Change vs previous 13F +350 shares

    2.29% of the 13F portfolio, value $3,127,909.

    13F-HR 0001754960-26-000549 filed by Stone Wealth Partners
    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 72,156 shares
    Change vs previous 13F +7,773 shares

    2.55% of the 13F portfolio, value $2,845,111.

    13F-HR 0001754960-26-000370 filed by Stone Wealth Partners
    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 64,383 shares
    Change vs previous 13F not available

    2.2% of the 13F portfolio, value $2,467,157.

    13F-HR 0001754960-26-000192 filed by Stone Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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