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Disclosery

NewEdge Advisors, LLC: DVY position timeline

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

NewEdge Advisors, LLC held 74,144 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 74,144 shares
    Change vs previous 13F -1,401 shares

    0.03% of the 13F portfolio, value $11,588,744.

    13F-HR 0001213900-26-088240 filed by NewEdge 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/A 75,545 shares
    Change vs previous 13F -3,356 shares

    0.04% of the 13F portfolio, value $11,438,387.

    13F-HR/A 0001213900-26-064375 filed by NewEdge 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 78,901 shares
    Change vs previous 13F -2,930 shares

    0.04% of the 13F portfolio, value $11,135,981.

    13F-HR 0001213900-26-017857 filed by NewEdge 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 81,831 shares
    Change vs previous 13F +3,953 shares

    0.05% of the 13F portfolio, value $11,628,131.

    13F-HR 0001213900-25-111189 filed by NewEdge 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 77,878 shares
    Change vs previous 13F +326 shares

    0.05% of the 13F portfolio, value $10,342,951.

    13F-HR 0001213900-25-076165 filed by NewEdge 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 77,552 shares
    Change vs previous 13F +89 shares

    0.06% of the 13F portfolio, value $10,414,531.

    13F-HR 0001213900-25-043870 filed by NewEdge 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 77,463 shares
    Change vs previous 13F +1,746 shares

    0.06% of the 13F portfolio, value $10,170,149.

    13F-HR 0001213900-25-013610 filed by NewEdge 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 75,717 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $10,227,129.

    13F-HR 0001213900-24-097991 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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