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Sculati Wealth Management, LLC: DVY position timeline

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

Sculati Wealth Management, LLC held 4,999 DVY shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,999 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $808,988.

    13F-HR 0001803397-26-000008 filed by Sculati 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 4,999 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $756,899.

    13F-HR 0001803397-26-000004 filed by Sculati 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 4,999 shares
    Change vs previous 13F -1,999 shares

    0.25% of the 13F portfolio, value $705,559.

    13F-HR 0001803397-26-000002 filed by Sculati 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 6,998 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $994,416.

    13F-HR 0001803397-25-000008 filed by Sculati 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 6,998 shares
    Change vs previous 13F -1,720 shares

    0.35% of the 13F portfolio, value $929,404.

    13F-HR 0001803397-25-000005 filed by Sculati 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 8,718 shares
    Change vs previous 13F -175 shares

    0.47% of the 13F portfolio, value $1,170,740.

    13F-HR 0001803397-25-000004 filed by Sculati 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/A 8,893 shares
    Change vs previous 13F 0 shares

    0.46% of the 13F portfolio, value $1,167,562.

    13F-HR/A 0001803397-25-000002 filed by Sculati 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/A 8,893 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $1,201,178.

    13F-HR/A 0001803397-25-000003 filed by Sculati Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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