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Mutual Advisors, LLC: DVY position timeline

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

Mutual Advisors, LLC held 53,630 DVY shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 53,630 shares
    Change vs previous 13F -2,311 shares

    0.16% of the 13F portfolio, value $8,382,376.

    13F-HR 0001986152-26-000154 filed by Mutual Advisors, 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 55,941 shares
    Change vs previous 13F -4,680 shares

    0.18% of the 13F portfolio, value $8,470,014.

    13F-HR 0001986152-26-000054 filed by Mutual Advisors, 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 60,621 shares
    Change vs previous 13F -158 shares

    0.18% of the 13F portfolio, value $8,556,072.

    13F-HR 0001986152-26-000005 filed by Mutual Advisors, 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 60,779 shares
    Change vs previous 13F -1,335 shares

    0.19% of the 13F portfolio, value $8,595,969.

    13F-HR 0001986152-25-000100 filed by Mutual Advisors, 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 62,114 shares
    Change vs previous 13F +1,897 shares

    0.21% of the 13F portfolio, value $8,576,722.

    13F-HR 0001986152-25-000050 filed by Mutual Advisors, 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 60,217 shares
    Change vs previous 13F -2,145 shares

    0.22% of the 13F portfolio, value $7,687,239.

    13F-HR 0001986152-25-000037 filed by Mutual Advisors, 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 62,362 shares
    Change vs previous 13F -2,388 shares

    0.24% of the 13F portfolio, value $8,351,525.

    13F-HR 0001986152-25-000002 filed by Mutual Advisors, 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 64,750 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $8,745,796.

    13F-HR 0001986152-24-000046 filed by Mutual Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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