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Disclosery

LMG Wealth Partners, LLC: DVY position timeline

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

LMG Wealth Partners, LLC held 46,677 DVY shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 46,677 shares
    Change vs previous 13F +5,024 shares

    1.17% of the 13F portfolio, value $7,295,615.

    13F-HR 0001951757-26-001238 filed by LMG Wealth Partners, 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 41,653 shares
    Change vs previous 13F +1,834 shares

    1.15% of the 13F portfolio, value $6,306,681.

    13F-HR 0001951757-26-000637 filed by LMG Wealth Partners, 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 39,819 shares
    Change vs previous 13F +1,797 shares

    1.05% of the 13F portfolio, value $5,620,054.

    13F-HR 0001951757-26-000338 filed by LMG Wealth Partners, 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 38,022 shares
    Change vs previous 13F +694 shares

    1% of the 13F portfolio, value $5,402,926.

    13F-HR 0001951757-25-001389 filed by LMG Wealth Partners, 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 37,328 shares
    Change vs previous 13F -392 shares

    1.02% of the 13F portfolio, value $4,957,532.

    13F-HR 0001951757-25-000995 filed by LMG Wealth Partners, 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 37,720 shares
    Change vs previous 13F -487 shares

    1.13% of the 13F portfolio, value $5,065,419.

    13F-HR 0001951757-25-000493 filed by LMG Wealth Partners, 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 38,207 shares
    Change vs previous 13F -61 shares

    1.09% of the 13F portfolio, value $5,016,197.

    13F-HR 0001951757-25-000167 filed by LMG Wealth Partners, 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 38,268 shares
    Change vs previous 13F not available

    1.18% of the 13F portfolio, value $5,168,859.

    13F-HR 0001951757-24-001106 filed by LMG Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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