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Disclosery

HB Wealth Management, LLC: DVY position timeline

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

HB Wealth Management, LLC held 199,537 DVY shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 199,537 shares
    Change vs previous 13F +64,400 shares

    0.18% of the 13F portfolio, value $31,187,752.

    13F-HR 0001172661-26-002920 filed by HB Wealth Management, 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 135,137 shares
    Change vs previous 13F +1,171 shares

    0.13% of the 13F portfolio, value $20,461,116.

    13F-HR 0001172661-26-001543 filed by HB 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 ended2025-12-31
    13F 133,966 shares
    Change vs previous 13F +7,213 shares

    0.12% of the 13F portfolio, value $18,907,967.

    13F-HR 0001172661-26-000353 filed by HB 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 ended2025-09-30
    13F 126,753 shares
    Change vs previous 13F -2,652 shares

    0.12% of the 13F portfolio, value $18,011,695.

    13F-HR 0001172661-25-004398 filed by HB 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 ended2025-06-30
    13F 129,405 shares
    Change vs previous 13F +73,079 shares

    0.14% of the 13F portfolio, value $17,186,370.

    13F-HR 0001172661-25-002644 filed by HB 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 ended2025-03-31
    13F 56,326 shares
    Change vs previous 13F +2,366 shares

    0.06% of the 13F portfolio, value $7,564,132.

    13F-HR 0001172661-25-001594 filed by HB 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 ended2024-12-31
    13F 53,960 shares
    Change vs previous 13F -121 shares

    0.07% of the 13F portfolio, value $7,084,418.

    13F-HR 0001172661-25-000193 filed by HB 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 ended2024-09-30
    13F 54,081 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $7,304,736.

    13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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