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Disclosery

WINTRUST INVESTMENTS LLC: SDVY position timeline

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

WINTRUST INVESTMENTS LLC held 21,854 SDVY shares at 2024-12-31 per its 13F-HR filed 2025-02-10.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 21,854 shares
    Change vs previous 13F +3,303 shares

    0.69% of the 13F portfolio, value $783,000.

    13F-HR 0000049096-25-000001 filed by WINTRUST INVESTMENTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 18,551 shares
    Change vs previous 13F -160,979 shares

    0.5% of the 13F portfolio, value $674,000.

    13F-HR 0000049096-24-000009 filed by WINTRUST INVESTMENTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 179,530 shares
    Change vs previous 13F +3,372 shares

    0.49% of the 13F portfolio, value $5,993,000.

    13F-HR 0000049096-24-000006 filed by WINTRUST INVESTMENTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 176,158 shares
    Change vs previous 13F +22,810 shares

    0.54% of the 13F portfolio, value $6,134,000.

    13F-HR 0000049096-24-000004 filed by WINTRUST INVESTMENTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 153,348 shares
    Change vs previous 13F +6,596 shares

    0.49% of the 13F portfolio, value $5,025,000.

    13F-HR 0000049096-24-000001 filed by WINTRUST INVESTMENTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 146,752 shares
    Change vs previous 13F +124,493 shares

    0.43% of the 13F portfolio, value $4,143,000.

    13F-HR 0000049096-23-000011 filed by WINTRUST INVESTMENTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 22,259 shares
    Change vs previous 13F -2,081 shares

    0.06% of the 13F portfolio, value $630,000.

    13F-HR 0000049096-23-000009 filed by WINTRUST INVESTMENTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 24,340 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $649,000.

    13F-HR 0000049096-23-000005 filed by WINTRUST INVESTMENTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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