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Disclosery

Belpointe Asset Management LLC: DVY position timeline

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

Belpointe Asset Management LLC held 9,975 DVY shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,975 shares
    Change vs previous 13F +330 shares

    0.05% of the 13F portfolio, value $1,559,239.

    13F-HR 0001721242-26-000005 filed by Belpointe 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 9,645 shares
    Change vs previous 13F -60 shares

    0.05% of the 13F portfolio, value $1,460,398.

    13F-HR 0001721242-26-000004 filed by Belpointe 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 9,705 shares
    Change vs previous 13F -57 shares

    0.05% of the 13F portfolio, value $1,369,789.

    13F-HR 0001721242-26-000001 filed by Belpointe 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 9,762 shares
    Change vs previous 13F +13 shares

    0.05% of the 13F portfolio, value $1,387,204.

    13F-HR 0001721242-25-000007 filed by Belpointe 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 9,749 shares
    Change vs previous 13F -480 shares

    0.05% of the 13F portfolio, value $1,294,888.

    13F-HR 0001721242-25-000005 filed by Belpointe 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 10,229 shares
    Change vs previous 13F +137 shares

    0.07% of the 13F portfolio, value $1,373,658.

    13F-HR 0001721242-25-000004 filed by Belpointe 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 10,092 shares
    Change vs previous 13F -76 shares

    0.08% of the 13F portfolio, value $1,353,058.

    13F-HR 0001721242-25-000002 filed by Belpointe 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 10,168 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,373,471.

    13F-HR 0001721242-24-000011 filed by Belpointe Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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