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Disclosery

Round Rock Advisors LLC: DVY position timeline

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

Round Rock Advisors LLC held 120,146 DVY shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 120,146 shares
    Change vs previous 13F +5,499 shares

    2.42% of the 13F portfolio, value $18,778,857.

    13F-HR 0001951757-26-001257 filed by Round Rock Advisors 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 114,647 shares
    Change vs previous 13F +3,734 shares

    2.66% of the 13F portfolio, value $17,358,753.

    13F-HR 0001951757-26-000878 filed by Round Rock Advisors 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/A 110,913 shares
    Change vs previous 13F +2,877 shares

    2.35% of the 13F portfolio, value $15,654,327.

    13F-HR/A 0001951757-26-000520 filed by Round Rock Advisors 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 108,036 shares
    Change vs previous 13F +3,375 shares

    2.43% of the 13F portfolio, value $15,351,985.

    13F-HR 0001951757-25-001443 filed by Round Rock Advisors 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 104,661 shares
    Change vs previous 13F +1,834 shares

    2.4% of the 13F portfolio, value $13,899,990.

    13F-HR 0001951757-25-001039 filed by Round Rock Advisors 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 102,827 shares
    Change vs previous 13F +13,929 shares

    2.56% of the 13F portfolio, value $13,808,625.

    13F-HR 0001951757-25-000487 filed by Round Rock Advisors 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 88,898 shares
    Change vs previous 13F +977 shares

    2.39% of the 13F portfolio, value $11,671,428.

    13F-HR 0001951757-25-000115 filed by Round Rock Advisors 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 87,921 shares
    Change vs previous 13F not available

    2.78% of the 13F portfolio, value $11,875,537.

    13F-HR 0001951757-24-001162 filed by Round Rock Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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