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Disclosery

CWM, LLC: SDVY position timeline

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

CWM, LLC held 449,821 SDVY shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 449,821 shares
    Change vs previous 13F +1,349 shares

    0.05% of the 13F portfolio, value $17,736,443.

    13F-HR 0001580642-26-003177 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 448,472 shares
    Change vs previous 13F +30,845 shares

    0.05% of the 13F portfolio, value $17,185,000.

    13F-HR 0001580642-26-000404 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 417,627 shares
    Change vs previous 13F +59,834 shares

    0.05% of the 13F portfolio, value $15,878,000.

    13F-HR 0001580642-25-006592 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 357,793 shares
    Change vs previous 13F +81,118 shares

    0.04% of the 13F portfolio, value $12,623,000.

    13F-HR 0001580642-25-004473 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 276,675 shares
    Change vs previous 13F +225,830 shares

    0.04% of the 13F portfolio, value $9,269,000.

    13F-HR 0001580642-25-002731 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 50,845 shares
    Change vs previous 13F +42,441 shares

    0.01% of the 13F portfolio, value $1,823,000.

    13F-HR 0001580642-25-000735 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 8,404 shares
    Change vs previous 13F +5,336 shares

    <0.01% of the 13F portfolio, value $306,000.

    13F-HR 0001580642-24-006078 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 3,068 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $102,000.

    13F-HR 0001580642-24-003600 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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