SMITH SHELLNUT WILSON LLC /ADV: DVY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SMITH SHELLNUT WILSON LLC /ADV on DVY, newest first. How the timeline and the estimate are built.
SMITH SHELLNUT WILSON LLC /ADV held 17,677 DVY shares at 2026-06-30 per its 13F-HR filed 2026-08-03.
the latest 13F is the newest step
- period ended2026-06-3013F 17,677 sharesChange vs previous 13F 0 shares
1.03% of the 13F portfolio, value $2,762,915.
13F-HR 0002085853-26-000925 filed by SMITH SHELLNUT WILSON LLC /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 17,677 sharesChange vs previous 13F 0 shares
1.17% of the 13F portfolio, value $2,676,475.
13F-HR 0002085853-26-000923 filed by SMITH SHELLNUT WILSON LLC /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 17,677 sharesChange vs previous 13F 0 shares
0.96% of the 13F portfolio, value $2,494,932.
13F-HR 0002085853-26-000922 filed by SMITH SHELLNUT WILSON LLC /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 17,677 sharesChange vs previous 13F -24 shares
0.96% of the 13F portfolio, value $2,511,902.
13F-HR 0002085853-25-000173 filed by SMITH SHELLNUT WILSON LLC /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 17,701 sharesChange vs previous 13F -3,775 shares
1.02% of the 13F portfolio, value $2,350,870.
13F-HR 0001667731-25-001044 filed by SMITH SHELLNUT WILSON LLC /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 21,476 sharesChange vs previous 13F -750 shares
1.32% of the 13F portfolio, value $2,884,012.
13F-HR 0001667731-25-000454 filed by SMITH SHELLNUT WILSON LLC /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 22,226 sharesChange vs previous 13F 0 shares
1.29% of the 13F portfolio, value $2,918,052.
13F-HR 0001667731-25-000319 filed by SMITH SHELLNUT WILSON LLC /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 22,226 sharesChange vs previous 13F not available
1.36% of the 13F portfolio, value $3,002,066.
13F-HR 0000944317-24-000005 filed by SMITH SHELLNUT WILSON LLC /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).