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VestGen Advisors, LLC: SDVY position timeline

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

VestGen Advisors, LLC held 205,101 SDVY shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 205,101 shares
    Change vs previous 13F +4,449 shares

    0.26% of the 13F portfolio, value $8,848,050.

    13F-HR 0002050130-26-000005 filed by VestGen 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 200,652 shares
    Change vs previous 13F -5,387 shares

    0.23% of the 13F portfolio, value $8,309,007.

    13F-HR 0002050130-26-000004 filed by VestGen 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 206,039 shares
    Change vs previous 13F -52,114 shares

    0.34% of the 13F portfolio, value $7,895,416.

    13F-HR 0002050130-26-000001 filed by VestGen 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 258,153 shares
    Change vs previous 13F +10,564 shares

    0.33% of the 13F portfolio, value $9,814,857.

    13F-HR 0002050130-25-000006 filed by VestGen 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 247,589 shares
    Change vs previous 13F +42,382 shares

    0.35% of the 13F portfolio, value $8,734,948.

    13F-HR 0002050130-25-000005 filed by VestGen 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 205,207 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $6,874,436.

    13F-HR 0002050130-25-000003 filed by VestGen Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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