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Disclosery

Bleakley Financial Group, LLC: DVY position timeline

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

Bleakley Financial Group, LLC held 19,587 DVY shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,587 shares
    Change vs previous 13F -1,162 shares

    0.04% of the 13F portfolio, value $3,061,514.

    13F-HR 0001936953-26-000004 filed by Bleakley Financial Group, 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 20,749 shares
    Change vs previous 13F -4,281 shares

    0.05% of the 13F portfolio, value $3,141,628.

    13F-HR 0001936953-26-000003 filed by Bleakley Financial Group, 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 25,030 shares
    Change vs previous 13F +25,030 shares

    0.06% of the 13F portfolio, value $3,532,714.

    13F-HR 0001936953-26-000001 filed by Bleakley Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -20,448 shares

    13F-HR 0001936953-25-000003 filed by Bleakley Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  5. period ended2024-12-31
    13F 20,448 shares
    Change vs previous 13F +15,931 shares

    0.08% of the 13F portfolio, value $2,684,565.

    13F-HR 0001936953-25-000001 filed by Bleakley Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 4,517 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $610,105.

    13F-HR 0001936953-24-000006 filed by Bleakley Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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