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Disclosery

Tyler-Stone Wealth Management: SDVY position timeline

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

Tyler-Stone Wealth Management held 41,034 SDVY shares at 2025-06-30 per its 13F-HR filed 2025-08-18.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 41,034 shares
    Change vs previous 13F +2,839 shares

    0.23% of the 13F portfolio, value $1,447,673.

    13F-HR 0001214659-25-012410 filed by Tyler-Stone Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 38,195 shares
    Change vs previous 13F +1,921 shares

    0.23% of the 13F portfolio, value $1,279,554.

    13F-HR 0001214659-25-007504 filed by Tyler-Stone Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 36,274 shares
    Change vs previous 13F +4,457 shares

    0.23% of the 13F portfolio, value $1,300,431.

    13F-HR 0001214659-25-002430 filed by Tyler-Stone Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 31,817 shares
    Change vs previous 13F +16,123 shares

    0.22% of the 13F portfolio, value $1,157,491.

    13F-HR 0001214659-24-018281 filed by Tyler-Stone Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 15,694 shares
    Change vs previous 13F +336 shares

    0.22% of the 13F portfolio, value $523,882.

    13F-HR 0001912584-24-000003 filed by Tyler-Stone Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 15,358 shares
    Change vs previous 13F +1,451 shares

    0.24% of the 13F portfolio, value $534,767.

    13F-HR 0001912584-24-000002 filed by Tyler-Stone Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 13,907 shares
    Change vs previous 13F +614 shares

    0.23% of the 13F portfolio, value $455,726.

    13F-HR 0001912584-24-000001 filed by Tyler-Stone Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 13,293 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $375,000.

    13F-HR 0001912584-23-000005 filed by Tyler-Stone Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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