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Disclosery

D.A. DAVIDSON & CO.: DVY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of D.A. DAVIDSON & CO. on DVY, newest first. How the timeline and the estimate are built.

D.A. DAVIDSON & CO. held 44,716 DVY shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 44,716 shares
    Change vs previous 13F +13,805 shares

    0.04% of the 13F portfolio, value $6,989,203.

    13F-HR 0001080107-26-000004 filed by D.A. DAVIDSON & CO.
    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 30,911 shares
    Change vs previous 13F -875 shares

    0.03% of the 13F portfolio, value $4,680,262.

    13F-HR 0001080107-26-000003 filed by D.A. DAVIDSON & CO.
    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 31,786 shares
    Change vs previous 13F +4,536 shares

    0.03% of the 13F portfolio, value $4,486,323.

    13F-HR 0001080107-26-000001 filed by D.A. DAVIDSON & CO.
    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 27,250 shares
    Change vs previous 13F +2,365 shares

    0.02% of the 13F portfolio, value $3,872,313.

    13F-HR 0001080107-25-000014 filed by D.A. DAVIDSON & CO.
    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 24,885 shares
    Change vs previous 13F +3,599 shares

    0.02% of the 13F portfolio, value $3,305,039.

    13F-HR 0001080107-25-000008 filed by D.A. DAVIDSON & CO.
    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 21,286 shares
    Change vs previous 13F +3,493 shares

    0.02% of the 13F portfolio, value $2,858,580.

    13F-HR 0001080107-25-000004 filed by D.A. DAVIDSON & CO.
    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 17,793 shares
    Change vs previous 13F +524 shares

    0.02% of the 13F portfolio, value $2,336,090.

    13F-HR 0001080107-25-000001 filed by D.A. DAVIDSON & CO.
    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 17,269 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,332,573.

    13F-HR 0001080107-24-000005 filed by D.A. DAVIDSON & CO.
    Filed (acceptance time not in the bulk data set), ingested

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