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Balentine LLC: DVY position timeline

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

Balentine LLC held 32,674 DVY shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,674 shares
    Change vs previous 13F -2,811 shares

    0.18% of the 13F portfolio, value $5,107,002.

    13F-HR 0001398344-26-013694 filed by Balentine 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 35,485 shares
    Change vs previous 13F -2,112 shares

    0.22% of the 13F portfolio, value $5,372,713.

    13F-HR 0001398344-26-007159 filed by Balentine 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 37,597 shares
    Change vs previous 13F +2,922 shares

    0.2% of the 13F portfolio, value $5,306,480.

    13F-HR 0001398344-26-001814 filed by Balentine 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 34,675 shares
    Change vs previous 13F +3 shares

    0.18% of the 13F portfolio, value $4,927,352.

    13F-HR 0001398344-25-020500 filed by Balentine 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 34,672 shares
    Change vs previous 13F +1,603 shares

    0.18% of the 13F portfolio, value $4,604,823.

    13F-HR 0001398344-25-014447 filed by Balentine 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 33,069 shares
    Change vs previous 13F -13,707 shares

    0.19% of the 13F portfolio, value $4,440,876.

    13F-HR 0001398344-25-008628 filed by Balentine 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 46,776 shares
    Change vs previous 13F -3,487 shares

    0.25% of the 13F portfolio, value $6,141,224.

    13F-HR 0001398344-25-001347 filed by Balentine LLC
    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 50,263 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $6,789,061.

    13F-HR 0001398344-24-019665 filed by Balentine LLC
    Filed (acceptance time not in the bulk data set), ingested

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