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RAFFA WEALTH MANAGEMENT, LLC: DVY position timeline

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

RAFFA WEALTH MANAGEMENT, LLC held 1,027 DVY shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,027 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $160,592.

    13F-HR 0001214659-26-009032 filed by RAFFA WEALTH MANAGEMENT, 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 1,027 shares
    Change vs previous 13F +7 shares

    0.02% of the 13F portfolio, value $155,568.

    13F-HR 0001214659-26-009031 filed by RAFFA WEALTH MANAGEMENT, 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 1,020 shares
    Change vs previous 13F +12 shares

    0.02% of the 13F portfolio, value $143,898.

    13F-HR 0001214659-26-009030 filed by RAFFA WEALTH MANAGEMENT, 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 1,008 shares
    Change vs previous 13F +9 shares

    0.03% of the 13F portfolio, value $143,252.

    13F-HR 0001214659-26-009029 filed by RAFFA WEALTH MANAGEMENT, 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 999 shares
    Change vs previous 13F +9 shares

    0.03% of the 13F portfolio, value $132,708.

    13F-HR 0001214659-26-009028 filed by RAFFA WEALTH MANAGEMENT, 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 990 shares
    Change vs previous 13F +8 shares

    0.03% of the 13F portfolio, value $132,930.

    13F-HR 0001214659-26-009027 filed by RAFFA WEALTH MANAGEMENT, 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 982 shares
    Change vs previous 13F +10 shares

    0.03% of the 13F portfolio, value $128,936.

    13F-HR 0001214659-26-009037 filed by RAFFA WEALTH MANAGEMENT, 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 972 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $131,325.

    13F-HR 0001214659-26-009026 filed by RAFFA WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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