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Disclosery

Edge Capital Group, LLC: DVY position timeline

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

Edge Capital Group, LLC held 16,313 DVY shares at 2024-12-31 per its 13F-HR filed 2025-02-04.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 16,313 shares
    Change vs previous 13F +3,008 shares

    0.11% of the 13F portfolio, value $2,141,734.

    13F-HR 0001765380-25-000038 filed by Edge Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 13,305 shares
    Change vs previous 13F -824 shares

    0.08% of the 13F portfolio, value $1,797,106.

    13F-HR 0001765380-24-000438 filed by Edge Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 14,129 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $1,709,326.

    13F-HR 0001765380-24-000332 filed by Edge Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 14,129 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $1,740,410.

    13F-HR 0001765380-24-000211 filed by Edge Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 14,129 shares
    Change vs previous 13F -5,826 shares

    0.09% of the 13F portfolio, value $1,656,201.

    13F-HR 0001765380-24-000102 filed by Edge Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 19,955 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $2,147,956.

    13F-HR 0001765380-23-000232 filed by Edge Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 19,955 shares
    Change vs previous 13F +611 shares

    0.13% of the 13F portfolio, value $2,260,902.

    13F-HR 0001765380-23-000154 filed by Edge Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 19,344 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $2,266,730.

    13F-HR 0001765380-23-000091 filed by Edge Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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