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DIVIDEND ASSETS CAPITAL, LLC: SOBO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of DIVIDEND ASSETS CAPITAL, LLC on SOBO, newest first. How the timeline and the estimate are built.

DIVIDEND ASSETS CAPITAL, LLC held 16,531 SOBO shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,531 shares
    Change vs previous 13F +71 shares

    0.11% of the 13F portfolio, value $582,552.

    13F-HR 0001999371-26-017653 filed by DIVIDEND ASSETS CAPITAL, 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 16,460 shares
    Change vs previous 13F +4,774 shares

    0.11% of the 13F portfolio, value $548,447.

    13F-HR 0001999371-26-009260 filed by DIVIDEND ASSETS CAPITAL, 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 11,686 shares
    Change vs previous 13F -533 shares

    0.06% of the 13F portfolio, value $321,014.

    13F-HR 0001999371-26-003138 filed by DIVIDEND ASSETS CAPITAL, 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 12,219 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $345,676.

    13F-HR 0001999371-25-017426 filed by DIVIDEND ASSETS CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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