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Disclosery

Wealthcare Advisory Partners LLC: SDVY position timeline

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

Wealthcare Advisory Partners LLC held 323,604 SDVY shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 323,604 shares
    Change vs previous 13F +4,872 shares

    0.26% of the 13F portfolio, value $13,960,281.

    13F-HR 0001951757-26-000979 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 318,732 shares
    Change vs previous 13F +5,605 shares

    0.24% of the 13F portfolio, value $12,567,601.

    13F-HR 0001951757-26-000595 filed by Wealthcare Advisory Partners 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 313,127 shares
    Change vs previous 13F +4,801 shares

    0.24% of the 13F portfolio, value $11,999,037.

    13F-HR 0001951757-26-000085 filed by Wealthcare Advisory Partners 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 308,326 shares
    Change vs previous 13F +38,066 shares

    0.24% of the 13F portfolio, value $11,722,413.

    13F-HR 0001951757-25-001337 filed by Wealthcare Advisory Partners 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 270,260 shares
    Change vs previous 13F +9,234 shares

    0.22% of the 13F portfolio, value $9,534,769.

    13F-HR 0001951757-25-000905 filed by Wealthcare Advisory Partners 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 261,026 shares
    Change vs previous 13F +67,912 shares

    0.23% of the 13F portfolio, value $8,744,370.

    13F-HR 0001951757-25-000364 filed by Wealthcare Advisory Partners 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 193,114 shares
    Change vs previous 13F +49,272 shares

    0.19% of the 13F portfolio, value $6,923,132.

    13F-HR 0001951757-25-000037 filed by Wealthcare Advisory Partners 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 143,842 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $5,232,973.

    13F-HR 0001951757-24-001166 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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