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Souders Financial Advisors: DIVO position timeline

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

Souders Financial Advisors held 252,996 DIVO shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 252,996 shares
    Change vs previous 13F +13,475 shares

    1.16% of the 13F portfolio, value $11,561,934.

    13F-HR 0001811240-26-000003 filed by Souders Financial Advisors
    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 239,521 shares
    Change vs previous 13F +7,449 shares

    1.23% of the 13F portfolio, value $10,742,534.

    13F-HR 0001811240-26-000002 filed by Souders Financial Advisors
    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 232,072 shares
    Change vs previous 13F +5,820 shares

    1.18% of the 13F portfolio, value $10,327,212.

    13F-HR 0001811240-26-000001 filed by Souders Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 226,252 shares
    Change vs previous 13F +4,021 shares

    1.2% of the 13F portfolio, value $10,084,034.

    13F-HR 0001811240-25-000006 filed by Souders Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 222,231 shares
    Change vs previous 13F +5,215 shares

    1.2% of the 13F portfolio, value $9,455,948.

    13F-HR 0001811240-25-000004 filed by Souders Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 217,016 shares
    Change vs previous 13F +23,445 shares

    1.24% of the 13F portfolio, value $8,847,744.

    13F-HR 0001811240-25-000002 filed by Souders Financial Advisors
    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 193,571 shares
    Change vs previous 13F +12,662 shares

    1.09% of the 13F portfolio, value $7,835,766.

    13F-HR 0001811240-25-000001 filed by Souders Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 180,909 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $7,451,646.

    13F-HR 0001811240-24-000005 filed by Souders Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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