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Disclosery

Arax Advisory Partners: DVY position timeline

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

Arax Advisory Partners held 62,910 DVY shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 62,910 shares
    Change vs previous 13F +32,169 shares

    0.07% of the 13F portfolio, value $9,832,733.

    13F-HR 0001586767-26-000006 filed by Arax Advisory Partners
    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 30,741 shares
    Change vs previous 13F +1,284 shares

    0.13% of the 13F portfolio, value $4,654,511.

    13F-HR 0001586767-26-000003 filed by Arax Advisory Partners
    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 29,457 shares
    Change vs previous 13F +29,457 shares

    0.12% of the 13F portfolio, value $4,157,581.

    13F-HR 0001586767-26-000001 filed by Arax Advisory Partners
    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 0 shares
    Change vs previous 13F -26,735 shares

    13F-HR 0001586767-25-000010 filed by Arax Advisory Partners
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  5. period ended2025-06-30
    13F 26,735 shares
    Change vs previous 13F -513 shares

    0.18% of the 13F portfolio, value $3,869,880.

    13F-HR 0001586767-25-000008 filed by Arax Advisory Partners
    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 27,248 shares
    Change vs previous 13F -1,320 shares

    0.23% of the 13F portfolio, value $3,659,133.

    13F-HR 0001586767-25-000007 filed by Arax Advisory Partners
    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 28,568 shares
    Change vs previous 13F -1,497 shares

    0.24% of the 13F portfolio, value $3,750,767.

    13F-HR 0001586767-25-000001 filed by Arax Advisory Partners
    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 30,065 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $4,060,868.

    13F-HR 0001586767-24-000006 filed by Arax Advisory Partners
    Filed (acceptance time not in the bulk data set), ingested

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