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Disclosery

Caldwell Trust Co: DVY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Caldwell Trust Co on DVY, newest first. How the timeline and the estimate are built.

Caldwell Trust Co held 11,747 DVY shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,747 shares
    Change vs previous 13F -221 shares

    0.15% of the 13F portfolio, value $1,836,056.

    13F-HR 0001420506-26-001370 filed by Caldwell Trust Co
    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 11,968 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $1,812,075.

    13F-HR 0001420506-26-000706 filed by Caldwell Trust Co
    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 11,968 shares
    Change vs previous 13F -183 shares

    0.15% of the 13F portfolio, value $1,689,164.

    13F-HR 0001420506-26-000112 filed by Caldwell Trust Co
    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 12,151 shares
    Change vs previous 13F +2,015 shares

    0.16% of the 13F portfolio, value $1,726,657.

    13F-HR 0001420506-25-002900 filed by Caldwell Trust Co
    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 10,136 shares
    Change vs previous 13F -150 shares

    0.13% of the 13F portfolio, value $1,346,162.

    13F-HR 0001420506-25-002730 filed by Caldwell Trust Co
    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 10,286 shares
    Change vs previous 13F -217 shares

    0.15% of the 13F portfolio, value $1,381,307.

    13F-HR 0001420506-25-002738 filed by Caldwell Trust Co
    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 10,503 shares
    Change vs previous 13F -484 shares

    0.14% of the 13F portfolio, value $1,378,939.

    13F-HR 0001420506-25-002748 filed by Caldwell Trust Co
    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 10,987 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,484,014.

    13F-HR 0001420506-25-002749 filed by Caldwell Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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