LPL Financial LLC: DVY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LPL Financial LLC on DVY, newest first. How the timeline and the estimate are built.
LPL Financial LLC held 1,861,748 DVY shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 1,861,748 sharesChange vs previous 13F +69,970 shares
0.07% of the 13F portfolio, value $290,991,258.
13F-HR 0001403438-26-000004 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,791,778 sharesChange vs previous 13F +2,312 shares
0.07% of the 13F portfolio, value $271,293,125.
13F-HR 0001403438-26-000002 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,789,466 sharesChange vs previous 13F +65,691 shares
0.07% of the 13F portfolio, value $252,565,186.
13F-HR 0001403438-26-000001 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,723,775 sharesChange vs previous 13F +26,024 shares
0.07% of the 13F portfolio, value $244,948,389.
13F-HR 0001403438-25-000006 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,697,751 sharesChange vs previous 13F +84,550 shares
0.08% of the 13F portfolio, value $225,478,326.
13F-HR 0001403438-25-000005 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,613,201 sharesChange vs previous 13F +16,803 shares
0.08% of the 13F portfolio, value $216,636,811.
13F-HR 0001403438-25-000003 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,596,398 sharesChange vs previous 13F +130,573 shares
0.09% of the 13F portfolio, value $209,591,109.
13F-HR 0001403438-25-000002 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,465,825 sharesChange vs previous 13F not available
0.09% of the 13F portfolio, value $197,988,919.
13F-HR 0001403438-24-000004 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).