Skip to content

Embree Financial Group: DVY position timeline

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

Embree Financial Group held 9,262 DVY shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,262 shares
    Change vs previous 13F +379 shares

    0.15% of the 13F portfolio, value $1,447,718.

    13F-HR 0002085853-26-000741 filed by Embree Financial Group
    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 8,883 shares
    Change vs previous 13F +275 shares

    0.16% of the 13F portfolio, value $1,344,999.

    13F-HR 0002085853-26-000476 filed by Embree Financial Group
    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 8,608 shares
    Change vs previous 13F +84 shares

    0.15% of the 13F portfolio, value $1,214,965.

    13F-HR 0002085853-26-000033 filed by Embree Financial Group
    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 8,524 shares
    Change vs previous 13F -216 shares

    0.16% of the 13F portfolio, value $1,211,216.

    13F-HR 0002085853-25-000037 filed by Embree Financial Group
    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 8,740 shares
    Change vs previous 13F +148 shares

    0.17% of the 13F portfolio, value $1,160,753.

    13F-HR 0001667731-25-000842 filed by Embree Financial Group
    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 8,592 shares
    Change vs previous 13F +14 shares

    0.19% of the 13F portfolio, value $1,153,863.

    13F-HR 0001667731-25-000496 filed by Embree Financial Group
    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 8,578 shares
    Change vs previous 13F -119 shares

    0.19% of the 13F portfolio, value $1,126,155.

    13F-HR 0001667731-25-000074 filed by Embree Financial Group
    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 8,697 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,174,724.

    13F-HR 0002020860-24-000004 filed by Embree Financial Group
    Filed (acceptance time not in the bulk data set), ingested

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