Skip to content
Disclosery

Caerus Investment Advisors, LLC: DVY position timeline

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

Caerus Investment Advisors, LLC held 16,920 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 16,920 shares
    Change vs previous 13F 0 shares

    0.89% of the 13F portfolio, value $2,644,596.

    13F-HR 0001862682-26-000003 filed by Caerus Investment 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 16,920 shares
    Change vs previous 13F -350 shares

    1.08% of the 13F portfolio, value $2,561,857.

    13F-HR 0001862682-26-000002 filed by Caerus Investment 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 17,270 shares
    Change vs previous 13F -1,078 shares

    0.81% of the 13F portfolio, value $2,437,488.

    13F-HR 0001862682-26-000001 filed by Caerus Investment 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 18,348 shares
    Change vs previous 13F 0 shares

    1.07% of the 13F portfolio, value $2,607,251.

    13F-HR 0001862682-25-000002 filed by Caerus Investment 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 18,348 shares
    Change vs previous 13F 0 shares

    2.32% of the 13F portfolio, value $2,436,798.

    13F-HR 0001085146-25-005300 filed by Caerus Investment 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 18,348 shares
    Change vs previous 13F 0 shares

    2.38% of the 13F portfolio, value $2,463,953.

    13F-HR 0001085146-25-002408 filed by Caerus Investment 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 18,348 shares
    Change vs previous 13F -2,875 shares

    2.26% of the 13F portfolio, value $2,408,909.

    13F-HR 0001085146-25-001372 filed by Caerus Investment 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 21,223 shares
    Change vs previous 13F not available

    2.72% of the 13F portfolio, value $2,866,591.

    13F-HR 0001085146-24-005889 filed by Caerus Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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