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Realta Investment Advisors: DVY position timeline

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

Realta Investment Advisors held 4,832 DVY shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 4,832 shares
    Change vs previous 13F -465 shares

    0.21% of the 13F portfolio, value $734,790.

    13F-HR 0001398344-26-018178 filed by Realta Investment Advisors
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,297 shares
    Change vs previous 13F +989 shares

    0.26% of the 13F portfolio, value $827,869.

    13F-HR 0001398344-26-012286 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 4,308 shares
    Change vs previous 13F +90 shares

    0.23% of the 13F portfolio, value $652,344.

    13F-HR 0001398344-26-006814 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 4,218 shares
    Change vs previous 13F +176 shares

    0.2% of the 13F portfolio, value $595,301.

    13F-HR 0001398344-26-000878 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 4,042 shares
    Change vs previous 13F -12 shares

    0.19% of the 13F portfolio, value $574,426.

    13F-HR 0001398344-25-019615 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 4,054 shares
    Change vs previous 13F +31 shares

    0.21% of the 13F portfolio, value $538,471.

    13F-HR 0001398344-25-013484 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 4,023 shares
    Change vs previous 13F -72 shares

    0.25% of the 13F portfolio, value $540,298.

    13F-HR 0001398344-25-008338 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 4,095 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $540,034.

    13F-HR 0001398344-25-001199 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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