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Disclosery

COBBLESTONE CAPITAL ADVISORS LLC /NY/: DVY position timeline

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

COBBLESTONE CAPITAL ADVISORS LLC /NY/ held 1,959 DVY shares at 2025-09-30 per its 13F-HR filed 2025-11-12.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 1,959 shares
    Change vs previous 13F -182 shares

    0.01% of the 13F portfolio, value $278,374.

    13F-HR 0001033505-25-000018 filed by COBBLESTONE CAPITAL ADVISORS LLC /NY/
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 2,141 shares
    Change vs previous 13F +2,141 shares

    0.01% of the 13F portfolio, value $284,347.

    13F-HR 0001033505-25-000004 filed by COBBLESTONE CAPITAL ADVISORS LLC /NY/
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -1,780 shares

    13F-HR 0001033505-25-000003 filed by COBBLESTONE CAPITAL ADVISORS LLC /NY/
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2024-12-31
    13F 1,780 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $233,697.

    13F-HR 0001033505-25-000001 filed by COBBLESTONE CAPITAL ADVISORS LLC /NY/
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 1,780 shares
    Change vs previous 13F -525 shares

    0.01% of the 13F portfolio, value $240,425.

    13F-HR 0001033505-24-000007 filed by COBBLESTONE CAPITAL ADVISORS LLC /NY/
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 2,305 shares
    Change vs previous 13F -990 shares

    0.02% of the 13F portfolio, value $278,859.

    13F-HR 0001033505-24-000004 filed by COBBLESTONE CAPITAL ADVISORS LLC /NY/
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 3,295 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $405,879.

    13F-HR 0001033505-24-000003 filed by COBBLESTONE CAPITAL ADVISORS LLC /NY/
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 3,295 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $386,240.

    13F-HR 0001033505-24-000002 filed by COBBLESTONE CAPITAL ADVISORS LLC /NY/
    Filed (acceptance time not in the bulk data set), ingested

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