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DAVENPORT & Co LLC: DWLD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of DAVENPORT & Co LLC on DWLD, newest first. How the timeline and the estimate are built.

DAVENPORT & Co LLC held 107,927 DWLD shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 107,927 shares
    Change vs previous 13F +2,029 shares

    0.03% of the 13F portfolio, value $4,990,545.

    13F-HR 0000887777-26-000016 filed by DAVENPORT & Co 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 105,898 shares
    Change vs previous 13F +9,976 shares

    0.03% of the 13F portfolio, value $4,639,406.

    13F-HR 0000887777-26-000010 filed by DAVENPORT & Co 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 95,922 shares
    Change vs previous 13F +5,997 shares

    0.02% of the 13F portfolio, value $4,473,799.

    13F-HR 0000887777-26-000002 filed by DAVENPORT & Co 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 89,925 shares
    Change vs previous 13F +3,870 shares

    0.02% of the 13F portfolio, value $4,067,306.

    13F-HR 0000887777-25-000032 filed by DAVENPORT & Co 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 86,055 shares
    Change vs previous 13F +50,695 shares

    0.02% of the 13F portfolio, value $3,566,180.

    13F-HR 0001085146-25-004036 filed by DAVENPORT & Co 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 35,360 shares
    Change vs previous 13F -11,510 shares

    0.01% of the 13F portfolio, value $1,332,710.

    13F-HR 0001085146-25-002387 filed by DAVENPORT & Co 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 46,870 shares
    Change vs previous 13F -2,396 shares

    0.01% of the 13F portfolio, value $1,701,866.

    13F-HR 0001085146-25-000466 filed by DAVENPORT & Co 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 49,266 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,867,218.

    13F-HR 0001085146-24-005117 filed by DAVENPORT & Co LLC
    Filed (acceptance time not in the bulk data set), ingested

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