Asset Advisors Investment Management, LLC: DVY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Asset Advisors Investment Management, LLC on DVY, newest first. How the timeline and the estimate are built.
Asset Advisors Investment Management, LLC held 61,066 DVY shares at 2026-06-30 per its 13F-HR filed 2026-07-22.
the latest 13F is the newest step
- period ended2026-06-3013F 61,066 sharesChange vs previous 13F -731 shares
0.88% of the 13F portfolio, value $9,544,616.
13F-HR 0001756695-26-000003 filed by Asset Advisors Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 61,797 sharesChange vs previous 13F -1,046 shares
0.89% of the 13F portfolio, value $9,356,684.
13F-HR 0001756695-26-000002 filed by Asset Advisors Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 62,843 sharesChange vs previous 13F -420 shares
0.82% of the 13F portfolio, value $8,869,661.
13F-HR 0001756695-26-000001 filed by Asset Advisors Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 63,263 sharesChange vs previous 13F -1,655 shares
0.85% of the 13F portfolio, value $8,989,672.
13F-HR 0001756695-25-000009 filed by Asset Advisors Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 64,918 sharesChange vs previous 13F -475 shares
0.85% of the 13F portfolio, value $8,621,760.
13F-HR 0001756695-25-000006 filed by Asset Advisors Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 65,393 sharesChange vs previous 13F -6,400 shares
0.92% of the 13F portfolio, value $8,781,626.
13F-HR 0001756695-25-000005 filed by Asset Advisors Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 71,793 sharesChange vs previous 13F -3,515 shares
0.99% of the 13F portfolio, value $9,425,703.
13F-HR 0001376474-25-000141 filed by Asset Advisors Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 75,308 sharesChange vs previous 13F not available
1.06% of the 13F portfolio, value $10,171,852.
13F-HR 0001376474-24-000720 filed by Asset Advisors Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).