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BLODGETT WEALTH ADVISORS, LLC: DVY position timeline

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

BLODGETT WEALTH ADVISORS, LLC held 8,440 DVY shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,440 shares
    Change vs previous 13F +925 shares

    0.88% of the 13F portfolio, value $1,319,154.

    13F-HR 0001907826-26-000003 filed by BLODGETT WEALTH ADVISORS, 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 7,515 shares
    Change vs previous 13F 0 shares

    0.9% of the 13F portfolio, value $1,137,829.

    13F-HR 0001907826-26-000002 filed by BLODGETT WEALTH ADVISORS, 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 7,515 shares
    Change vs previous 13F -200 shares

    0.74% of the 13F portfolio, value $1,060,651.

    13F-HR 0001907826-26-000001 filed by BLODGETT WEALTH ADVISORS, 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/A 7,715 shares
    Change vs previous 13F -2,450 shares

    0.76% of the 13F portfolio, value $1,096,285.

    13F-HR/A 0001907826-25-000003 filed by BLODGETT WEALTH ADVISORS, 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 10,165 shares
    Change vs previous 13F -400 shares

    1.06% of the 13F portfolio, value $1,349,998.

    13F-HR 0001085146-25-003628 filed by BLODGETT WEALTH ADVISORS, 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 10,565 shares
    Change vs previous 13F 0 shares

    1.21% of the 13F portfolio, value $1,418,758.

    13F-HR 0001085146-25-002131 filed by BLODGETT WEALTH ADVISORS, 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 10,565 shares
    Change vs previous 13F 0 shares

    1.09% of the 13F portfolio, value $1,387,064.

    13F-HR 0001085146-25-000469 filed by BLODGETT WEALTH ADVISORS, 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 10,565 shares
    Change vs previous 13F not available

    1.2% of the 13F portfolio, value $1,426,999.

    13F-HR 0001085146-24-005030 filed by BLODGETT WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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