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Disclosery

Lee Financial Co: DVY position timeline

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

Lee Financial Co held 47,600 DVY shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 47,600 shares
    Change vs previous 13F -2,491 shares

    0.95% of the 13F portfolio, value $7,439,880.

    13F-HR 0001172661-26-002746 filed by Lee Financial Co
    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 50,091 shares
    Change vs previous 13F -1,488 shares

    1.07% of the 13F portfolio, value $7,584,279.

    13F-HR 0001172661-26-001475 filed by Lee Financial Co
    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 51,579 shares
    Change vs previous 13F -3,589 shares

    0.98% of the 13F portfolio, value $7,279,861.

    13F-HR 0001172661-26-000266 filed by Lee Financial Co
    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 55,168 shares
    Change vs previous 13F -1,418 shares

    0.98% of the 13F portfolio, value $7,839,373.

    13F-HR 0001172661-25-004563 filed by Lee Financial Co
    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 56,586 shares
    Change vs previous 13F -1,095 shares

    1.08% of the 13F portfolio, value $7,515,187.

    13F-HR 0001172661-25-002696 filed by Lee Financial Co
    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 57,681 shares
    Change vs previous 13F -4,072 shares

    1.18% of the 13F portfolio, value $7,745,982.

    13F-HR 0001172661-25-001751 filed by Lee Financial Co
    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 61,753 shares
    Change vs previous 13F -2,316 shares

    1.14% of the 13F portfolio, value $8,107,552.

    13F-HR 0001172661-25-000432 filed by Lee Financial Co
    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 64,069 shares
    Change vs previous 13F not available

    1.23% of the 13F portfolio, value $8,653,800.

    13F-HR 0001172661-24-004964 filed by Lee Financial Co
    Filed (acceptance time not in the bulk data set), ingested

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