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Sigma Investment Management Co: DVY position timeline

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

Sigma Investment Management Co held 4,931 DVY shares at 2018-12-31 per its 13F-HR filed 2019-02-07.

the latest 13F is the newest step

  1. period ended2018-12-31
    13F 4,931 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $440,000.

    13F-HR 0001532618-19-000011 filed by Sigma Investment Management Co
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2018-09-30
    13F 4,931 shares
    Change vs previous 13F +670 shares

    0.4% of the 13F portfolio, value $492,000.

    13F-HR 0001532618-18-000006 filed by Sigma Investment Management Co
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2018-06-30
    13F 4,261 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $416,000.

    13F-HR 0001532618-18-000005 filed by Sigma Investment Management Co
    Filed (acceptance time not in the bulk data set), ingested

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