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Disclosery

Ironwood Financial, llc: DVY position timeline

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

Ironwood Financial, llc held 33,288 DVY shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,288 shares
    Change vs previous 13F -793 shares

    0.84% of the 13F portfolio, value $5,342,346.

    13F-HR 0001630360-26-000005 filed by Ironwood Financial, 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 34,081 shares
    Change vs previous 13F -932 shares

    0.9% of the 13F portfolio, value $5,160,238.

    13F-HR 0001630360-26-000003 filed by Ironwood Financial, 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 35,013 shares
    Change vs previous 13F -1,348 shares

    0.86% of the 13F portfolio, value $5,087,095.

    13F-HR 0001630360-26-000001 filed by Ironwood Financial, 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 36,361 shares
    Change vs previous 13F +650 shares

    0.92% of the 13F portfolio, value $5,166,952.

    13F-HR 0001630360-25-000002 filed by Ironwood Financial, 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 35,711 shares
    Change vs previous 13F 0 shares

    1.03% of the 13F portfolio, value $4,795,595.

    13F-HR 0001085146-25-004092 filed by Ironwood Financial, 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 35,711 shares
    Change vs previous 13F -499 shares

    1.03% of the 13F portfolio, value $4,795,595.

    13F-HR 0001085146-25-002106 filed by Ironwood Financial, 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 36,210 shares
    Change vs previous 13F -2,710 shares

    1% of the 13F portfolio, value $4,753,991.

    13F-HR 0001085146-25-000261 filed by Ironwood Financial, 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 38,920 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $5,256,875.

    13F-HR 0001085146-24-004963 filed by Ironwood Financial, llc
    Filed (acceptance time not in the bulk data set), ingested

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