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BELLEVUE ASSET MANAGEMENT, LLC: DIVO position timeline

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

BELLEVUE ASSET MANAGEMENT, LLC held 986 DIVO shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 986 shares
    Change vs previous 13F +6 shares

    0.02% of the 13F portfolio, value $45,069.

    13F-HR 0001801619-26-000004 filed by BELLEVUE ASSET MANAGEMENT, 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 980 shares
    Change vs previous 13F +119 shares

    0.02% of the 13F portfolio, value $43,987.

    13F-HR 0001801619-26-000002 filed by BELLEVUE ASSET MANAGEMENT, 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 861 shares
    Change vs previous 13F +5 shares

    0.01% of the 13F portfolio, value $38,317.

    13F-HR 0001801619-26-000001 filed by BELLEVUE ASSET MANAGEMENT, 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 856 shares
    Change vs previous 13F +7 shares

    0.02% of the 13F portfolio, value $38,160.

    13F-HR 0001801619-25-000006 filed by BELLEVUE ASSET MANAGEMENT, 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 849 shares
    Change vs previous 13F +6 shares

    0.02% of the 13F portfolio, value $36,148.

    13F-HR 0001801619-25-000004 filed by BELLEVUE ASSET MANAGEMENT, 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 843 shares
    Change vs previous 13F +7 shares

    0.02% of the 13F portfolio, value $34,370.

    13F-HR 0001801619-25-000002 filed by BELLEVUE ASSET MANAGEMENT, 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 836 shares
    Change vs previous 13F +6 shares

    0.02% of the 13F portfolio, value $33,862.

    13F-HR 0001801619-25-000001 filed by BELLEVUE ASSET MANAGEMENT, 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 830 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $34,190.

    13F-HR 0001801619-24-000005 filed by BELLEVUE ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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