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Disclosery

Klingman & Associates, LLC: DVY position timeline

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

Klingman & Associates, LLC held 32,133 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 32,133 shares
    Change vs previous 13F -86 shares

    0.21% of the 13F portfolio, value $5,022,388.

    13F-HR 0001172661-26-002895 filed by Klingman & Associates, 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 32,219 shares
    Change vs previous 13F +13 shares

    0.23% of the 13F portfolio, value $4,878,279.

    13F-HR 0001172661-26-001944 filed by Klingman & Associates, 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 32,206 shares
    Change vs previous 13F -75 shares

    0.22% of the 13F portfolio, value $4,545,555.

    13F-HR 0001172661-26-000376 filed by Klingman & Associates, 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 32,281 shares
    Change vs previous 13F -400 shares

    0.23% of the 13F portfolio, value $4,587,131.

    13F-HR 0001172661-25-004438 filed by Klingman & Associates, 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 32,681 shares
    Change vs previous 13F +9 shares

    0.24% of the 13F portfolio, value $4,340,364.

    13F-HR 0001172661-25-002789 filed by Klingman & Associates, 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 32,672 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $4,387,523.

    13F-HR 0001172661-25-001721 filed by Klingman & Associates, 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 32,672 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $4,289,507.

    13F-HR 0001172661-25-000455 filed by Klingman & Associates, 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 32,672 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $4,413,008.

    13F-HR 0001172661-24-004449 filed by Klingman & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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