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Wisconsin Wealth Advisors, LLC: SDVY position timeline

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

Wisconsin Wealth Advisors, LLC held 102,990 SDVY shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 102,990 shares
    Change vs previous 13F +328 shares

    3.51% of the 13F portfolio, value $4,179,323.

    13F-HR 0001754960-26-000819 filed by Wisconsin Wealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 102,662 shares
    Change vs previous 13F -407 shares

    3.8% of the 13F portfolio, value $4,428,860.

    13F-HR 0001754960-26-000406 filed by Wisconsin Wealth 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 ended2026-03-31
    13F 103,069 shares
    Change vs previous 13F +1,804 shares

    4% of the 13F portfolio, value $4,064,025.

    13F-HR 0001754960-26-000209 filed by Wisconsin Wealth 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 ended2025-12-31
    13F 101,265 shares
    Change vs previous 13F -13,334 shares

    3.8% of the 13F portfolio, value $3,880,486.

    13F-HR 0001754960-26-000010 filed by Wisconsin Wealth 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 ended2025-09-30
    13F 114,599 shares
    Change vs previous 13F -534 shares

    4.15% of the 13F portfolio, value $4,357,013.

    13F-HR 0001754960-25-000633 filed by Wisconsin Wealth 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 ended2025-06-30
    13F 115,133 shares
    Change vs previous 13F +11,099 shares

    4.67% of the 13F portfolio, value $4,061,884.

    13F-HR 0001754960-25-000571 filed by Wisconsin Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 104,034 shares
    Change vs previous 13F +2,111 shares

    5.01% of the 13F portfolio, value $3,485,155.

    13F-HR 0001754960-25-000572 filed by Wisconsin Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 101,923 shares
    Change vs previous 13F not available

    5.39% of the 13F portfolio, value $3,653,936.

    13F-HR 0001754960-25-000573 filed by Wisconsin Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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