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Disclosery

Monterey Private Wealth, Inc.: DVY position timeline

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

Monterey Private Wealth, Inc. held 3,498 DVY shares at 2025-03-31 per its 13F-HR filed 2025-05-14.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 3,498 shares
    Change vs previous 13F -132 shares

    0.14% of the 13F portfolio, value $469,729.

    13F-HR 0001839826-25-000003 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 3,630 shares
    Change vs previous 13F -295 shares

    0.16% of the 13F portfolio, value $476,534.

    13F-HR 0001839826-25-000001 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 3,925 shares
    Change vs previous 13F -4 shares

    0.18% of the 13F portfolio, value $530,123.

    13F-HR 0001839826-24-000006 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 3,929 shares
    Change vs previous 13F -1,990 shares

    0.18% of the 13F portfolio, value $475,298.

    13F-HR 0001839826-24-000004 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 5,919 shares
    Change vs previous 13F -76 shares

    0.29% of the 13F portfolio, value $729,163.

    13F-HR 0001839826-24-000003 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 5,995 shares
    Change vs previous 13F +13 shares

    0.32% of the 13F portfolio, value $702,756.

    13F-HR 0001839826-24-000001 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 5,982 shares
    Change vs previous 13F -24 shares

    0.32% of the 13F portfolio, value $643,941.

    13F-HR 0001839826-23-000005 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 6,006 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $680,520.

    13F-HR 0001839826-23-000004 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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