Skip to content
Disclosery

NewEdge Wealth, LLC: DVY position timeline

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

NewEdge Wealth, LLC held 16,229 DVY shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,229 shares
    Change vs previous 13F -4,100 shares

    0.03% of the 13F portfolio, value $2,536,634.

    13F-HR 0001580642-26-005094 filed by NewEdge Wealth, 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 20,329 shares
    Change vs previous 13F -1,761 shares

    0.04% of the 13F portfolio, value $3,078,035.

    13F-HR 0001580642-26-003156 filed by NewEdge Wealth, 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 22,090 shares
    Change vs previous 13F +5,960 shares

    0.04% of the 13F portfolio, value $3,117,768.

    13F-HR 0001580642-26-000700 filed by NewEdge Wealth, 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 16,130 shares
    Change vs previous 13F -1,838 shares

    0.03% of the 13F portfolio, value $2,240,288.

    13F-HR 0001580642-25-007152 filed by NewEdge Wealth, 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 17,968 shares
    Change vs previous 13F +1,517 shares

    0.04% of the 13F portfolio, value $2,436,803.

    13F-HR 0001580642-25-005035 filed by NewEdge Wealth, 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 16,451 shares
    Change vs previous 13F +347 shares

    0.04% of the 13F portfolio, value $2,209,170.

    13F-HR 0001580642-25-003038 filed by NewEdge Wealth, 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 16,104 shares
    Change vs previous 13F -74 shares

    0.04% of the 13F portfolio, value $2,114,269.

    13F-HR 0001580642-25-000776 filed by NewEdge Wealth, 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 16,178 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,185,111.

    13F-HR 0001580642-24-006887 filed by NewEdge Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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