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Disclosery

CapWealth Advisors, LLC: DVY position timeline

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

CapWealth Advisors, LLC held 4,869 DVY shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 4,869 shares
    Change vs previous 13F -25 shares

    0.06% of the 13F portfolio, value $740,429.

    13F-HR 0001531809-26-000007 filed by CapWealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 4,894 shares
    Change vs previous 13F -1 shares

    0.05% of the 13F portfolio, value $764,932.

    13F-HR 0001531809-26-000005 filed by CapWealth 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 ended2026-03-31
    13F 4,895 shares
    Change vs previous 13F -190 shares

    0.06% of the 13F portfolio, value $741,152.

    13F-HR 0001531809-26-000004 filed by CapWealth 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 ended2025-12-31
    13F/A 5,085 shares
    Change vs previous 13F -126 shares

    0.05% of the 13F portfolio, value $717,697.

    13F-HR/A 0001531809-26-000003 filed by CapWealth 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 ended2025-09-30
    13F/A 5,211 shares
    Change vs previous 13F +480 shares

    0.05% of the 13F portfolio, value $740,417.

    13F-HR/A 0001531809-26-000002 filed by CapWealth 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 ended2025-06-30
    13F 4,731 shares
    Change vs previous 13F -127 shares

    0.06% of the 13F portfolio, value $628,341.

    13F-HR 0001531809-25-000005 filed by CapWealth 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 ended2025-03-31
    13F 4,858 shares
    Change vs previous 13F -25 shares

    0.07% of the 13F portfolio, value $652,340.

    13F-HR 0001531809-25-000002 filed by CapWealth 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 ended2024-12-31
    13F 4,883 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $641,106.

    13F-HR 0001531809-25-000001 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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