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Private Portfolio Partners LLC: DVY position timeline

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

Private Portfolio Partners LLC held 18,273 DVY shares at 2024-12-31 per its 13F-HR filed 2025-02-12.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 18,273 shares
    Change vs previous 13F +19 shares

    0.44% of the 13F portfolio, value $2,399,012.

    13F-HR 0001766520-25-000001 filed by Private Portfolio Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 18,254 shares
    Change vs previous 13F +18,254 shares

    0.46% of the 13F portfolio, value $2,465,575.

    13F-HR 0001766520-24-000006 filed by Private Portfolio Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 0 shares
    Change vs previous 13F -19,105 shares

    13F-HR 0001766520-24-000003 filed by Private Portfolio Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2024-03-31
    13F 19,105 shares
    Change vs previous 13F -82 shares

    0.49% of the 13F portfolio, value $2,353,315.

    13F-HR 0001766520-24-000002 filed by Private Portfolio Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 19,187 shares
    Change vs previous 13F -644 shares

    0.52% of the 13F portfolio, value $2,249,068.

    13F-HR 0001766520-24-000001 filed by Private Portfolio Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 19,831 shares
    Change vs previous 13F -326 shares

    0.55% of the 13F portfolio, value $2,134,608.

    13F-HR 0001766520-23-000004 filed by Private Portfolio Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 20,157 shares
    Change vs previous 13F -76 shares

    0.59% of the 13F portfolio, value $2,283,787.

    13F-HR 0001766520-23-000003 filed by Private Portfolio Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 20,233 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $2,370,920.

    13F-HR 0001766520-23-000001 filed by Private Portfolio Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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