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Wagner Wealth Management, LLC: SDVY position timeline

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

Wagner Wealth Management, LLC held 501,563 SDVY shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 501,563 shares
    Change vs previous 13F +12,898 shares

    4% of the 13F portfolio, value $21,637,447.

    13F-HR 0001398344-26-012623 filed by Wagner Wealth Management, 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 488,665 shares
    Change vs previous 13F +13,825 shares

    3.89% of the 13F portfolio, value $19,268,075.

    13F-HR 0001398344-26-007056 filed by Wagner Wealth Management, 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 474,840 shares
    Change vs previous 13F +8,822 shares

    3.87% of the 13F portfolio, value $18,195,865.

    13F-HR 0001398344-26-001683 filed by Wagner Wealth Management, 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 466,018 shares
    Change vs previous 13F +9,704 shares

    4.11% of the 13F portfolio, value $17,717,764.

    13F-HR 0001398344-25-019410 filed by Wagner Wealth Management, 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 456,314 shares
    Change vs previous 13F +18,713 shares

    3.67% of the 13F portfolio, value $16,098,765.

    13F-HR 0001398344-25-013237 filed by Wagner Wealth Management, 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 437,601 shares
    Change vs previous 13F +45,435 shares

    3.65% of the 13F portfolio, value $14,659,648.

    13F-HR 0001398344-25-007278 filed by Wagner Wealth Management, 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 392,166 shares
    Change vs previous 13F +19,271 shares

    3.63% of the 13F portfolio, value $14,059,143.

    13F-HR 0001398344-25-001312 filed by Wagner Wealth Management, 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 372,895 shares
    Change vs previous 13F not available

    3.66% of the 13F portfolio, value $13,565,921.

    13F-HR 0001398344-24-018774 filed by Wagner Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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