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AllGen Financial Advisors, Inc.: DIVI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AllGen Financial Advisors, Inc. on DIVI, newest first. How the timeline and the estimate are built.

AllGen Financial Advisors, Inc. held 414,857 DIVI shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 414,857 shares
    Change vs previous 13F +8,650 shares

    3.87% of the 13F portfolio, value $17,722,696.

    13F-HR 0002085853-26-000800 filed by AllGen Financial Advisors, Inc.
    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 406,207 shares
    Change vs previous 13F +16,726 shares

    3.84% of the 13F portfolio, value $16,171,089.

    13F-HR 0002085853-26-000745 filed by AllGen Financial Advisors, Inc.
    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 389,481 shares
    Change vs previous 13F +23,377 shares

    3.59% of the 13F portfolio, value $15,146,918.

    13F-HR 0001705819-26-000011 filed by AllGen Financial Advisors, Inc.
    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 366,104 shares
    Change vs previous 13F +62,981 shares

    3.36% of the 13F portfolio, value $13,659,331.

    13F-HR 0001705819-25-000070 filed by AllGen Financial Advisors, Inc.
    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 303,123 shares
    Change vs previous 13F not available

    2.9% of the 13F portfolio, value $10,803,304.

    13F-HR 0001705819-25-000055 filed by AllGen Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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