LANDAAS & CO /WI /ADV: DVY position timeline

LANDAAS & CO /WI /ADV held 36,439 DVY shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 36,439 shares

   Change vs previous 13F -46 shares

   1.04% of the 13F portfolio, value $5,695,445.

   13F-HR 0000913990-26-000011 filed by LANDAAS & CO /WI /ADV
   Filed 2026-07-21 (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).

2. period ended2026-03-31

   13F 36,485 shares

   Change vs previous 13F +405 shares

   1.21% of the 13F portfolio, value $5,524,127.

   13F-HR 0000913990-26-000010 filed by LANDAAS & CO /WI /ADV
   Filed 2026-04-30 (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).

3. period ended2025-12-31

   13F 36,080 shares

   Change vs previous 13F +164 shares

   1.12% of the 13F portfolio, value $5,092,395.

   13F-HR 0000913990-26-000006 filed by LANDAAS & CO /WI /ADV
   Filed 2026-01-21 (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).

4. period ended2025-09-30

   13F 35,916 shares

   Change vs previous 13F -979 shares

   1.16% of the 13F portfolio, value $5,104,000.

   13F-HR 0001104659-25-106012 filed by LANDAAS & CO /WI /ADV
   Filed 2025-11-04 (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).

5. period ended2025-06-30

   13F 36,895 shares

   Change vs previous 13F -1,159 shares

   1.17% of the 13F portfolio, value $4,900,000.

   13F-HR 0001104659-25-075989 filed by LANDAAS & CO /WI /ADV
   Filed 2025-08-11 (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).

6. period ended2025-03-31

   13F 38,054 shares

   Change vs previous 13F +151 shares

   1.41% of the 13F portfolio, value $5,110,000.

   13F-HR 0001104659-25-043909 filed by LANDAAS & CO /WI /ADV
   Filed 2025-05-02 (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).

7. period ended2024-12-31

   13F 37,903 shares

   Change vs previous 13F +1,300 shares

   1.38% of the 13F portfolio, value $4,976,000.

   13F-HR 0001104659-25-018020 filed by LANDAAS & CO /WI /ADV
   Filed 2025-02-27 (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).

8. period ended2024-09-30

   13F 36,603 shares

   Change vs previous 13F not available

   1.38% of the 13F portfolio, value $4,944,000.

   13F-HR 0001104659-24-116655 filed by LANDAAS & CO /WI /ADV
   Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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