Skip to content
Disclosery

Cove Private Wealth, LLC: DVY position timeline

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

Cove Private Wealth, LLC held 12,927 DVY shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,927 shares
    Change vs previous 13F +2,407 shares

    0.39% of the 13F portfolio, value $2,020,490.

    13F-HR 0001172661-26-002962 filed by Cove Private Wealth, 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 10,520 shares
    Change vs previous 13F +2,240 shares

    0.36% of the 13F portfolio, value $1,592,833.

    13F-HR 0001172661-26-001836 filed by Cove Private Wealth, 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 8,280 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $1,168,639.

    13F-HR 0001172661-26-000294 filed by Cove Private Wealth, 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 8,280 shares
    Change vs previous 13F 0 shares

    0.37% of the 13F portfolio, value $1,176,588.

    13F-HR 0001172661-25-004603 filed by Cove Private Wealth, 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 8,280 shares
    Change vs previous 13F +3,250 shares

    0.39% of the 13F portfolio, value $1,099,667.

    13F-HR 0001172661-25-002622 filed by Cove Private Wealth, 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 5,030 shares
    Change vs previous 13F +3,000 shares

    0.36% of the 13F portfolio, value $675,479.

    13F-HR 0001172661-25-001698 filed by Cove Private Wealth, 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 2,030 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $266,519.

    13F-HR 0001172661-25-000218 filed by Cove Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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