XML Financial, LLC: SDVY position timeline

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

XML Financial, LLC held 5,427 SDVY shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

period ended2026-06-30
13F 5,427 shares
Change vs previous 13F not available
0.02% of the 13F portfolio, value $234,119.
13F-HR 0001725547-26-000254 filed by XML Financial, LLC
Filed 2026-07-24 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).