Skip to content
Disclosery

RAND WEALTH, LLC: DVY position timeline

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

RAND WEALTH, LLC held 7,271 DVY shares at 2018-09-30 per its 13F-HR filed 2018-11-13.

the latest 13F is the newest step

  1. period ended2018-09-30
    13F 7,271 shares
    Change vs previous 13F -90 shares

    0.08% of the 13F portfolio, value $725,000.

    13F-HR 0001085146-18-002635 filed by RAND 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 ended2018-06-30
    13F 7,361 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $720,000.

    13F-HR 0001540141-18-000005 filed by RAND 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 ended2018-03-31
    13F 7,361 shares
    Change vs previous 13F -150 shares

    0.08% of the 13F portfolio, value $700,000.

    13F-HR 0001540141-18-000004 filed by RAND 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 ended2017-12-31
    13F 7,511 shares
    Change vs previous 13F -175 shares

    0.08% of the 13F portfolio, value $740,000.

    13F-HR 0001540141-18-000001 filed by RAND 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 ended2017-09-30
    13F 7,686 shares
    Change vs previous 13F +877 shares

    0.08% of the 13F portfolio, value $720,000.

    13F-HR 0001540141-17-000011 filed by RAND 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 ended2017-06-30
    13F 6,809 shares
    Change vs previous 13F -3,949 shares

    0.09% of the 13F portfolio, value $628,000.

    13F-HR 0001540141-17-000009 filed by RAND 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 ended2017-03-31
    13F 10,758 shares
    Change vs previous 13F -610 shares

    0.12% of the 13F portfolio, value $980,000.

    13F-HR 0001540141-17-000007 filed by RAND 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 ended2016-12-31
    13F 11,368 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,007,000.

    13F-HR 0001540141-17-000002 filed by RAND WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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