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Arkadios Wealth Advisors: DVY position timeline

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

Arkadios Wealth Advisors held 14,745 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 14,745 shares
    Change vs previous 13F -360 shares

    0.04% of the 13F portfolio, value $2,304,750.

    13F-HR 0001800798-26-000004 filed by Arkadios Wealth Advisors
    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 15,105 shares
    Change vs previous 13F -242 shares

    0.04% of the 13F portfolio, value $2,287,092.

    13F-HR 0001800798-26-000002 filed by Arkadios Wealth Advisors
    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 15,347 shares
    Change vs previous 13F +2,528 shares

    0.04% of the 13F portfolio, value $2,166,097.

    13F-HR 0001800798-26-000001 filed by Arkadios Wealth Advisors
    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 12,819 shares
    Change vs previous 13F +233 shares

    0.04% of the 13F portfolio, value $1,821,557.

    13F-HR 0001800798-25-000006 filed by Arkadios Wealth Advisors
    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 12,586 shares
    Change vs previous 13F +2,204 shares

    0.05% of the 13F portfolio, value $1,671,475.

    13F-HR 0001800798-25-000004 filed by Arkadios Wealth Advisors
    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 10,382 shares
    Change vs previous 13F +1,843 shares

    0.05% of the 13F portfolio, value $1,394,265.

    13F-HR 0001800798-25-000002 filed by Arkadios Wealth Advisors
    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 8,539 shares
    Change vs previous 13F -698 shares

    0.06% of the 13F portfolio, value $1,121,023.

    13F-HR 0001800798-25-000001 filed by Arkadios Wealth Advisors
    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 9,237 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,247,586.

    13F-HR 0001800798-24-000006 filed by Arkadios Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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