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Disclosery

Charis Legacy Partners, LLC: DVY position timeline

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

Charis Legacy Partners, LLC held 3,216 DVY shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,216 shares
    Change vs previous 13F +865 shares

    0.62% of the 13F portfolio, value $502,644.

    13F-HR 0001754960-26-000458 filed by Charis Legacy Partners, 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 2,351 shares
    Change vs previous 13F +480 shares

    0.52% of the 13F portfolio, value $355,964.

    13F-HR 0001754960-26-000210 filed by Charis Legacy Partners, 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 1,871 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $264,022.

    13F-HR 0001754960-26-000015 filed by Charis Legacy Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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