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Disclosery

Team Financial Group, LLC: SDVY position timeline

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

Team Financial Group, LLC held 7,513 SDVY shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,513 shares
    Change vs previous 13F -811 shares

    0.14% of the 13F portfolio, value $324,126.

    13F-HR 0001845163-26-000003 filed by Team Financial Group, 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 8,324 shares
    Change vs previous 13F -411 shares

    0.15% of the 13F portfolio, value $328,203.

    13F-HR 0001845163-26-000002 filed by Team Financial Group, 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 8,735 shares
    Change vs previous 13F -622 shares

    0.15% of the 13F portfolio, value $334,723.

    13F-HR 0001845163-26-000001 filed by Team Financial Group, 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 9,357 shares
    Change vs previous 13F -882 shares

    0.16% of the 13F portfolio, value $355,759.

    13F-HR 0001845163-25-000007 filed by Team Financial Group, 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 10,239 shares
    Change vs previous 13F -3,959 shares

    0.18% of the 13F portfolio, value $361,218.

    13F-HR 0001845163-25-000005 filed by Team Financial Group, 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 14,198 shares
    Change vs previous 13F -35,287 shares

    0.27% of the 13F portfolio, value $475,644.

    13F-HR 0001845163-25-000004 filed by Team Financial Group, 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 49,485 shares
    Change vs previous 13F -9,752 shares

    1.02% of the 13F portfolio, value $1,774,043.

    13F-HR 0001845163-25-000001 filed by Team Financial Group, 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 59,237 shares
    Change vs previous 13F not available

    1.28% of the 13F portfolio, value $2,155,046.

    13F-HR 0001845163-24-000005 filed by Team Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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