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High Net Worth Advisory Group LLC: DVY position timeline

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

High Net Worth Advisory Group LLC held 21,925 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 21,925 shares
    Change vs previous 13F +9 shares

    0.73% of the 13F portfolio, value $3,426,962.

    13F-HR 0001919142-26-000003 filed by High Net Worth Advisory Group 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 21,916 shares
    Change vs previous 13F -144 shares

    0.77% of the 13F portfolio, value $3,318,354.

    13F-HR 0001919142-26-000002 filed by High Net Worth Advisory Group 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 22,060 shares
    Change vs previous 13F +88 shares

    0.72% of the 13F portfolio, value $3,113,616.

    13F-HR 0001919142-26-000001 filed by High Net Worth Advisory Group 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 21,972 shares
    Change vs previous 13F +10 shares

    0.75% of the 13F portfolio, value $3,122,317.

    13F-HR 0001919142-25-000002 filed by High Net Worth Advisory Group 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 21,962 shares
    Change vs previous 13F -704 shares

    0.77% of the 13F portfolio, value $2,916,868.

    13F-HR 0001085146-25-003712 filed by High Net Worth Advisory Group 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 22,666 shares
    Change vs previous 13F -511 shares

    0.86% of the 13F portfolio, value $3,044,086.

    13F-HR 0001085146-25-001969 filed by High Net Worth Advisory Group 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 23,177 shares
    Change vs previous 13F +15 shares

    0.85% of the 13F portfolio, value $3,043,144.

    13F-HR 0001085146-25-000383 filed by High Net Worth Advisory Group 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 23,162 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $3,128,718.

    13F-HR 0001085146-24-004843 filed by High Net Worth Advisory Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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