JGP Wealth Management, LLC: DVY position timeline

JGP Wealth Management, LLC held 100,478 DVY shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 100,478 shares

   Change vs previous 13F +9,510 shares

   1.35% of the 13F portfolio, value $15,279,655.

   13F-HR 0001085146-26-000887 filed by JGP Wealth Management, LLC
   Accepted 2026-10-10 01:06:27 UTC, ingested 2026-10-13 10:02:13 UTC

2. period ended2026-06-30

   13F 90,968 shares

   Change vs previous 13F -1,412 shares

   1.28% of the 13F portfolio, value $14,218,263.

   13F-HR 0001748278-26-000004 filed by JGP Wealth Management, LLC
   Filed 2026-07-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

3. period ended2026-03-31

   13F 92,380 shares

   Change vs previous 13F +8,000 shares

   1.45% of the 13F portfolio, value $13,987,180.

   13F-HR 0001748278-26-000003 filed by JGP Wealth Management, LLC
   Filed 2026-04-08 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

4. period ended2025-12-31

   13F 84,380 shares

   Change vs previous 13F -608 shares

   1.24% of the 13F portfolio, value $11,909,323.

   13F-HR 0001748278-26-000002 filed by JGP Wealth Management, LLC
   Filed 2026-01-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

5. period ended2025-09-30

   13F 84,988 shares

   Change vs previous 13F -1,324 shares

   1.34% of the 13F portfolio, value $12,067,375.

   13F-HR 0001748278-25-000004 filed by JGP Wealth Management, LLC
   Filed 2025-10-15 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

6. period ended2025-06-30

   13F 86,312 shares

   Change vs previous 13F +2,132 shares

   1.39% of the 13F portfolio, value $11,463,030.

   13F-HR 0001085146-25-004190 filed by JGP Wealth Management, LLC
   Filed 2025-07-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

7. period ended2025-03-31

   13F 84,180 shares

   Change vs previous 13F +4,329 shares

   1.49% of the 13F portfolio, value $11,304,532.

   13F-HR 0001085146-25-001945 filed by JGP Wealth Management, LLC
   Filed 2025-04-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

8. period ended2024-12-31

   13F 79,851 shares

   Change vs previous 13F not available

   1.36% of the 13F portfolio, value $10,483,638.

   13F-HR 0001085146-25-000202 filed by JGP Wealth Management, LLC
   Filed 2025-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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