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Disclosery

Clearstead Advisors, LLC: DVY position timeline

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

Clearstead Advisors, LLC held 35,053 DVY shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,053 shares
    Change vs previous 13F -8,948 shares

    0.05% of the 13F portfolio, value $5,478,908.

    13F-HR 0000842775-26-000004 filed by Clearstead Advisors, 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 44,001 shares
    Change vs previous 13F +9,439 shares

    0.06% of the 13F portfolio, value $6,662,226.

    13F-HR 0000842775-26-000003 filed by Clearstead 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 ended2025-12-31
    13F 34,562 shares
    Change vs previous 13F +53 shares

    0.06% of the 13F portfolio, value $4,878,084.

    13F-HR 0000842775-26-000001 filed by Clearstead 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 ended2025-09-30
    13F 34,509 shares
    Change vs previous 13F -2,144 shares

    0.07% of the 13F portfolio, value $4,903,824.

    13F-HR 0000842775-25-000007 filed by Clearstead 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 ended2025-06-30
    13F 36,653 shares
    Change vs previous 13F +1,405 shares

    0.07% of the 13F portfolio, value $4,867,899.

    13F-HR 0001708001-25-000003 filed by Clearstead 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 ended2025-03-31
    13F 35,248 shares
    Change vs previous 13F +1,894 shares

    0.07% of the 13F portfolio, value $4,733,492.

    13F-HR 0000842775-25-000005 filed by Clearstead 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 ended2024-12-31
    13F 33,354 shares
    Change vs previous 13F +3 shares

    0.07% of the 13F portfolio, value $4,379,089.

    13F-HR 0000842775-25-000001 filed by Clearstead 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 ended2024-09-30
    13F 33,351 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $4,504,756.

    13F-HR 0001708001-24-000008 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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