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FOCUS Wealth Advisors, LLC: DVY position timeline

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

FOCUS Wealth Advisors, LLC held 39,099 DVY shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,099 shares
    Change vs previous 13F +168 shares

    2.83% of the 13F portfolio, value $6,111,202.

    13F-HR 0001845643-26-000003 filed by FOCUS Wealth Advisors, 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 38,931 shares
    Change vs previous 13F -1,851 shares

    2.88% of the 13F portfolio, value $5,894,598.

    13F-HR 0001845643-26-000002 filed by FOCUS Wealth Advisors, 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 40,782 shares
    Change vs previous 13F +411 shares

    2.68% of the 13F portfolio, value $5,756,028.

    13F-HR 0001845643-26-000001 filed by FOCUS Wealth Advisors, 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 40,371 shares
    Change vs previous 13F +99 shares

    2.76% of the 13F portfolio, value $5,736,755.

    13F-HR 0001085146-25-005821 filed by FOCUS Wealth Advisors, 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 40,272 shares
    Change vs previous 13F +359 shares

    2.78% of the 13F portfolio, value $5,348,488.

    13F-HR 0001085146-25-003681 filed by FOCUS Wealth Advisors, 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 39,913 shares
    Change vs previous 13F -52 shares

    2.96% of the 13F portfolio, value $5,359,899.

    13F-HR 0001085146-25-002738 filed by FOCUS Wealth Advisors, 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 39,965 shares
    Change vs previous 13F 0 shares

    2.78% of the 13F portfolio, value $5,246,986.

    13F-HR 0001085146-25-000263 filed by FOCUS Wealth Advisors, 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 39,965 shares
    Change vs previous 13F not available

    2.69% of the 13F portfolio, value $5,398,040.

    13F-HR 0001085146-24-004840 filed by FOCUS Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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