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LBMC INVESTMENT ADVISORS, LLC: DVY position timeline

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

LBMC INVESTMENT ADVISORS, LLC held 231,257 DVY shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 231,257 shares
    Change vs previous 13F +550 shares

    1.96% of the 13F portfolio, value $36,145,493.

    13F-HR 0001172661-26-003190 filed by LBMC INVESTMENT ADVISORS, 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 230,707 shares
    Change vs previous 13F +1,594 shares

    2.13% of the 13F portfolio, value $34,931,406.

    13F-HR 0001172661-26-001936 filed by LBMC INVESTMENT ADVISORS, 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 229,113 shares
    Change vs previous 13F +171 shares

    1.99% of the 13F portfolio, value $32,337,031.

    13F-HR 0001172661-26-000676 filed by LBMC INVESTMENT ADVISORS, 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 228,942 shares
    Change vs previous 13F -2,575 shares

    2.07% of the 13F portfolio, value $32,532,674.

    13F-HR 0001214659-25-014727 filed by LBMC INVESTMENT ADVISORS, 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 231,517 shares
    Change vs previous 13F +360 shares

    2.19% of the 13F portfolio, value $30,747,709.

    13F-HR 0001214659-25-010206 filed by LBMC INVESTMENT ADVISORS, 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 231,157 shares
    Change vs previous 13F -2,696 shares

    2.43% of the 13F portfolio, value $31,042,067.

    13F-HR 0001214659-25-005648 filed by LBMC INVESTMENT ADVISORS, 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 233,853 shares
    Change vs previous 13F +1,272 shares

    2.42% of the 13F portfolio, value $30,702,549.

    13F-HR 0001214659-25-000798 filed by LBMC INVESTMENT ADVISORS, 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 232,581 shares
    Change vs previous 13F not available

    2.48% of the 13F portfolio, value $31,414,693.

    13F-HR 0001214659-24-017274 filed by LBMC INVESTMENT ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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