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Disclosery

Ellis Investment Partners, LLC: DVY position timeline

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

Ellis Investment Partners, LLC held 184,501 DVY shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 184,501 shares
    Change vs previous 13F -5,195 shares

    4.37% of the 13F portfolio, value $28,837,554.

    13F-HR 0001172661-26-003100 filed by Ellis Investment Partners, 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 189,696 shares
    Change vs previous 13F -876 shares

    4.98% of the 13F portfolio, value $28,721,995.

    13F-HR 0001172661-26-001722 filed by Ellis Investment Partners, 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 190,572 shares
    Change vs previous 13F +348 shares

    4.69% of the 13F portfolio, value $26,897,391.

    13F-HR 0001172661-26-000417 filed by Ellis Investment Partners, 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 190,224 shares
    Change vs previous 13F -8,082 shares

    4.88% of the 13F portfolio, value $27,030,889.

    13F-HR 0001172661-25-004372 filed by Ellis Investment Partners, 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 198,306 shares
    Change vs previous 13F -3,884 shares

    5.12% of the 13F portfolio, value $26,337,045.

    13F-HR 0001172661-25-002737 filed by Ellis Investment Partners, 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 202,190 shares
    Change vs previous 13F -15,425 shares

    5.61% of the 13F portfolio, value $27,152,128.

    13F-HR 0001172661-25-001532 filed by Ellis Investment Partners, 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 217,615 shares
    Change vs previous 13F -6,949 shares

    5.63% of the 13F portfolio, value $28,570,692.

    13F-HR 0001172661-25-000424 filed by Ellis Investment Partners, 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 224,564 shares
    Change vs previous 13F not available

    5.91% of the 13F portfolio, value $30,331,848.

    13F-HR 0001172661-24-004354 filed by Ellis Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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