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Cresset Asset Management, LLC: DVY position timeline

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

Cresset Asset Management, LLC held 116,340 DVY shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 116,340 shares
    Change vs previous 13F +13,172 shares

    0.07% of the 13F portfolio, value $18,183,932.

    13F-HR 0001172661-26-003461 filed by Cresset Asset Management, 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 103,168 shares
    Change vs previous 13F +3,895 shares

    0.07% of the 13F portfolio, value $15,620,658.

    13F-HR 0001172661-26-002185 filed by Cresset Asset Management, 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 99,273 shares
    Change vs previous 13F +10,266 shares

    0.06% of the 13F portfolio, value $14,011,381.

    13F-HR 0001172661-26-001073 filed by Cresset Asset Management, 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/A 89,007 shares
    Change vs previous 13F +2,335 shares

    0.06% of the 13F portfolio, value $12,647,903.

    13F-HR/A 0001172661-26-000269 filed by Cresset Asset Management, 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/A 86,672 shares
    Change vs previous 13F -628 shares

    0.06% of the 13F portfolio, value $11,510,823.

    13F-HR/A 0001172661-26-000268 filed by Cresset Asset Management, 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 87,300 shares
    Change vs previous 13F +5,405 shares

    0.06% of the 13F portfolio, value $11,723,543.

    13F-HR 0001172661-25-001764 filed by Cresset Asset Management, 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 81,895 shares
    Change vs previous 13F +2,885 shares

    0.05% of the 13F portfolio, value $10,751,939.

    13F-HR 0001172661-25-000925 filed by Cresset Asset Management, 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 79,010 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $10,671,889.

    13F-HR 0001172661-24-004738 filed by Cresset Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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