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Uniting Wealth Partners, LLC: SDVY position timeline

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

Uniting Wealth Partners, LLC held 181,157 SDVY shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 181,157 shares
    Change vs previous 13F -2,224 shares

    1.59% of the 13F portfolio, value $7,815,133.

    13F-HR 0001951757-26-001135 filed by Uniting Wealth Partners, 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 183,381 shares
    Change vs previous 13F -11,418 shares

    1.54% of the 13F portfolio, value $7,230,697.

    13F-HR 0001951757-26-000696 filed by Uniting Wealth Partners, 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 194,799 shares
    Change vs previous 13F -5,342 shares

    2.29% of the 13F portfolio, value $7,464,687.

    13F-HR 0001951757-26-000429 filed by Uniting Wealth Partners, 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 200,141 shares
    Change vs previous 13F not available

    1.8% of the 13F portfolio, value $7,609,245.

    13F-HR 0001951757-25-001316 filed by Uniting Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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