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Disclosery

Legacy Trust: DVY position timeline

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

Legacy Trust held 7,835 DVY shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,835 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $1,224,611.

    13F-HR 0001772483-26-000004 filed by Legacy Trust
    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 7,835 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $1,186,297.

    13F-HR 0001772483-26-000002 filed by Legacy Trust
    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 7,835 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $1,105,832.

    13F-HR 0001772483-26-000001 filed by Legacy Trust
    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 7,835 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $1,113,354.

    13F-HR 0001772483-25-000006 filed by Legacy Trust
    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 7,835 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $1,040,566.

    13F-HR 0001772483-25-000003 filed by Legacy Trust
    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 7,835 shares
    Change vs previous 13F +406 shares

    0.25% of the 13F portfolio, value $1,052,162.

    13F-HR 0001772483-25-000002 filed by Legacy Trust
    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 7,429 shares
    Change vs previous 13F -250 shares

    0.23% of the 13F portfolio, value $975,353.

    13F-HR 0001772483-25-000001 filed by Legacy Trust
    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 7,679 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,037,203.

    13F-HR 0001772483-24-000004 filed by Legacy Trust
    Filed (acceptance time not in the bulk data set), ingested

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