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Disclosery

ADG Wealth Management Group, LLC: DVY position timeline

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

ADG Wealth Management Group, LLC held 12,655 DVY shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,655 shares
    Change vs previous 13F +433 shares

    1.26% of the 13F portfolio, value $1,978,057.

    13F-HR 0002053824-26-000004 filed by ADG Wealth Management Group, 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 12,222 shares
    Change vs previous 13F +2,335 shares

    1.28% of the 13F portfolio, value $1,850,512.

    13F-HR 0002053824-26-000002 filed by ADG Wealth Management Group, 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 9,887 shares
    Change vs previous 13F +473 shares

    1.06% of the 13F portfolio, value $1,395,413.

    13F-HR 0002053824-26-000001 filed by ADG Wealth Management Group, 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 9,414 shares
    Change vs previous 13F -61 shares

    1.06% of the 13F portfolio, value $1,337,729.

    13F-HR 0002053824-25-000006 filed by ADG Wealth Management Group, 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 9,475 shares
    Change vs previous 13F +73 shares

    1.07% of the 13F portfolio, value $1,258,409.

    13F-HR 0002053824-25-000005 filed by ADG Wealth Management Group, 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 9,402 shares
    Change vs previous 13F +648 shares

    1.19% of the 13F portfolio, value $1,262,553.

    13F-HR 0002053824-25-000003 filed by ADG Wealth Management Group, 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 8,754 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $1,149,297.

    13F-HR 0002053824-25-000002 filed by ADG Wealth Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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