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Disclosery

Sowell Financial Services LLC: DVY position timeline

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

Sowell Financial Services LLC held 18,027 DVY shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,027 shares
    Change vs previous 13F +1,102 shares

    0.09% of the 13F portfolio, value $2,817,628.

    13F-HR 0001633697-26-000004 filed by Sowell Financial Services 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 16,925 shares
    Change vs previous 13F -13 shares

    0.09% of the 13F portfolio, value $2,562,547.

    13F-HR 0001633697-26-000003 filed by Sowell Financial Services 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 16,938 shares
    Change vs previous 13F +115 shares

    0.09% of the 13F portfolio, value $2,390,615.

    13F-HR 0001633697-26-000002 filed by Sowell Financial Services 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 16,823 shares
    Change vs previous 13F -1,388 shares

    0.09% of the 13F portfolio, value $2,390,531.

    13F-HR 0001633697-25-000010 filed by Sowell Financial Services 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 18,211 shares
    Change vs previous 13F -1,988 shares

    0.1% of the 13F portfolio, value $2,418,654.

    13F-HR 0001633697-25-000007 filed by Sowell Financial Services 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 20,199 shares
    Change vs previous 13F +17 shares

    0.12% of the 13F portfolio, value $2,712,555.

    13F-HR 0001633697-25-000006 filed by Sowell Financial Services 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 20,182 shares
    Change vs previous 13F +1,059 shares

    0.14% of the 13F portfolio, value $2,649,636.

    13F-HR 0001633697-25-000003 filed by Sowell Financial Services 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 19,123 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $2,583,000.

    13F-HR 0001633697-24-000005 filed by Sowell Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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