HoyleCohen, LLC: DVY position timeline

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

HoyleCohen, LLC held 1,698 DVY shares at 2024-06-30 per its 13F-HR filed 2024-07-19.

the latest 13F is the newest step

period ended2024-06-30
13F 1,698 shares
Change vs previous 13F -38 shares
0.02% of the 13F portfolio, value $205,471.
13F-HR 0001725547-24-003387 filed by HoyleCohen, LLC
Filed 2024-07-19 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-03-31
13F 1,736 shares
Change vs previous 13F +2 shares
0.02% of the 13F portfolio, value $213,850.
13F-HR 0001725547-24-002160 filed by HoyleCohen, LLC
Filed 2024-05-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-12-31
13F 1,734 shares
Change vs previous 13F +1,734 shares
0.02% of the 13F portfolio, value $203,224.
13F-HR 0001725547-24-000509 filed by HoyleCohen, LLC
Filed 2024-02-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-03-31
13F 0 shares
Change vs previous 13F -1,733 shares
13F-HR 0001725547-23-000112 filed by HoyleCohen, LLC
Filed 2023-05-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:32:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2022-12-31
13F 1,733 shares
Change vs previous 13F not available
0.02% of the 13F portfolio, value $209,044.
13F-HR 0001725547-23-000068 filed by HoyleCohen, LLC
Filed 2023-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:33:21 UTC
Acceptance time not in the bulk data set (spec §4.2).