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Ameritas Investment Partners, Inc.: SDVY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ameritas Investment Partners, Inc. on SDVY, newest first. How the timeline and the estimate are built.

Ameritas Investment Partners, Inc. held 178,216 SDVY shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 178,216 shares
    Change vs previous 13F +144,651 shares

    0.09% of the 13F portfolio, value $7,688,235.

    13F-HR 0001901275-26-000010 filed by Ameritas Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ameritas Investment Partners, Inc.: 26,320 shares
    • Ameritas Advisory Services, LLC: 151,896 shares

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

  2. period ended2026-03-31
    13F 33,565 shares
    Change vs previous 13F -2,439 shares

    0.05% of the 13F portfolio, value $1,323,453.

    13F-HR 0001901275-26-000006 filed by Ameritas Advisory Services, 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 36,004 shares
    Change vs previous 13F +9,994 shares

    0.05% of the 13F portfolio, value $1,379,675.

    13F-HR 0001901275-26-000003 filed by Ameritas Advisory Services, 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 26,010 shares
    Change vs previous 13F -15,102 shares

    0.06% of the 13F portfolio, value $988,891.

    13F-HR 0001901275-25-000015 filed by Ameritas Advisory Services, 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 41,112 shares
    Change vs previous 13F +335 shares

    0.08% of the 13F portfolio, value $1,450,448.

    13F-HR 0001901275-25-000012 filed by Ameritas Advisory Services, 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 40,777 shares
    Change vs previous 13F +3,251 shares

    0.06% of the 13F portfolio, value $1,426,979.

    13F-HR 0001901275-25-000005 filed by Ameritas Advisory Services, 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 37,526 shares
    Change vs previous 13F -27,312 shares

    0.05% of the 13F portfolio, value $1,345,301.

    13F-HR 0001901275-25-000003 filed by Ameritas Advisory Services, 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 64,838 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,358,817.

    13F-HR 0001901275-24-000015 filed by Ameritas Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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