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Disclosery

DAVENPORT & Co LLC: DWM position timeline

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

DAVENPORT & Co LLC held 13,308 DWM 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 13,308 shares
    Change vs previous 13F -731 shares

    <0.01% of the 13F portfolio, value $974,336.

    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 14,039 shares
    Change vs previous 13F -141 shares

    0.01% of the 13F portfolio, value $981,194.

    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 14,180 shares
    Change vs previous 13F -721 shares

    0.01% of the 13F portfolio, value $975,017.

    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 14,901 shares
    Change vs previous 13F +487 shares

    0.01% of the 13F portfolio, value $986,713.

    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 14,414 shares
    Change vs previous 13F -817 shares

    0.01% of the 13F portfolio, value $916,154.

    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 15,231 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $885,757.

    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 15,231 shares
    Change vs previous 13F -50 shares

    <0.01% of the 13F portfolio, value $802,598.

    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 15,281 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $879,524.

    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).