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Disclosery

Challenger Wealth Management: DVY position timeline

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

Challenger Wealth Management held 9,918 DVY shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,918 shares
    Change vs previous 13F +34 shares

    1.14% of the 13F portfolio, value $1,550,183.

    13F-HR 0002057602-26-000003 filed by Challenger Wealth Management
    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 9,884 shares
    Change vs previous 13F 0 shares

    1.2% of the 13F portfolio, value $1,496,536.

    13F-HR 0002057602-26-000002 filed by Challenger Wealth Management
    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 9,884 shares
    Change vs previous 13F 0 shares

    1.06% of the 13F portfolio, value $1,395,028.

    13F-HR 0002057602-26-000001 filed by Challenger Wealth Management
    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 9,884 shares
    Change vs previous 13F 0 shares

    1.1% of the 13F portfolio, value $1,404,516.

    13F-HR 0002057602-25-000006 filed by Challenger Wealth Management
    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 9,884 shares
    Change vs previous 13F -355 shares

    0.91% of the 13F portfolio, value $1,312,694.

    13F-HR 0002057602-25-000004 filed by Challenger Wealth Management
    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 10,239 shares
    Change vs previous 13F +644 shares

    1.09% of the 13F portfolio, value $1,374,995.

    13F-HR 0002057602-25-000003 filed by Challenger Wealth Management
    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 9,595 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $1,259,728.

    13F-HR 0002057602-25-000001 filed by Challenger Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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