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CAPTRUST FINANCIAL ADVISORS: DVY position timeline

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

CAPTRUST FINANCIAL ADVISORS held 99,362 DVY shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 99,362 shares
    Change vs previous 13F +7,791 shares

    0.02% of the 13F portfolio, value $15,530,251.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    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 91,571 shares
    Change vs previous 13F +2,569 shares

    0.02% of the 13F portfolio, value $13,864,783.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    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 89,002 shares
    Change vs previous 13F -1,617 shares

    0.02% of the 13F portfolio, value $12,561,682.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    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 90,619 shares
    Change vs previous 13F +210 shares

    0.03% of the 13F portfolio, value $12,877,013.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    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 90,409 shares
    Change vs previous 13F +328 shares

    0.03% of the 13F portfolio, value $12,007,214.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    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 90,081 shares
    Change vs previous 13F -2,563 shares

    0.03% of the 13F portfolio, value $12,096,970.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    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 92,644 shares
    Change vs previous 13F -1,038 shares

    0.03% of the 13F portfolio, value $12,163,260.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    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 93,682 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $12,653,580.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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