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Disclosery

Whitaker-Myers Wealth Managers, LTD.: SDVY position timeline

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

Whitaker-Myers Wealth Managers, LTD. held 10,473 SDVY shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 10,473 shares
    Change vs previous 13F -1,283 shares

    0.07% of the 13F portfolio, value $425,010.

    13F-HR 0002085853-26-001124 filed by Whitaker-Myers Wealth Managers, LTD.
    Accepted , ingested

  2. period ended2026-06-30
    13F 11,756 shares
    Change vs previous 13F -884 shares

    0.08% of the 13F portfolio, value $507,159.

    13F-HR 0002085853-26-000666 filed by Whitaker-Myers Wealth Managers, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 12,640 shares
    Change vs previous 13F -1,835 shares

    0.1% of the 13F portfolio, value $498,415.

    13F-HR 0002085853-26-000304 filed by Whitaker-Myers Wealth Managers, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 14,475 shares
    Change vs previous 13F -3,154 shares

    0.12% of the 13F portfolio, value $554,690.

    13F-HR 0002085853-26-000069 filed by Whitaker-Myers Wealth Managers, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 17,629 shares
    Change vs previous 13F +4,903 shares

    0.15% of the 13F portfolio, value $670,240.

    13F-HR 0002085853-25-000104 filed by Whitaker-Myers Wealth Managers, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 12,726 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $448,982.

    13F-HR 0001667731-25-000741 filed by Whitaker-Myers Wealth Managers, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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