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Disclosery

Edge Wealth Management LLC: DVY position timeline

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

Edge Wealth Management LLC held 4,701 DVY shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 4,701 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $717,420.

    13F-HR 0001567163-26-000008 filed by Edge Wealth Management LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 4,701 shares
    Change vs previous 13F -4,011 shares

    0.12% of the 13F portfolio, value $734,766.

    13F-HR 0001567163-26-000005 filed by Edge Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 8,712 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $1,319,084.

    13F-HR 0001567163-26-000003 filed by Edge Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 8,712 shares
    Change vs previous 13F +265 shares

    0.22% of the 13F portfolio, value $1,229,612.

    13F-HR 0001567163-26-000001 filed by Edge Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 8,447 shares
    Change vs previous 13F -3,436 shares

    0.21% of the 13F portfolio, value $1,200,319.

    13F-HR 0001085146-25-005929 filed by Edge Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 11,883 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $1,578,181.

    13F-HR 0001085146-25-003784 filed by Edge Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 11,883 shares
    Change vs previous 13F +910 shares

    0.32% of the 13F portfolio, value $1,595,768.

    13F-HR 0001085146-25-002050 filed by Edge Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 10,973 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,440,645.

    13F-HR 0001085146-25-000220 filed by Edge Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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