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St. Clair Advisors, LLC: DVY position timeline

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

St. Clair Advisors, LLC held 29,720 DVY shares at 2026-06-30 per its 13F-HR filed 2026-07-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,720 shares
    Change vs previous 13F -97 shares

    1.2% of the 13F portfolio, value $4,645,321.

    13F-HR 0002056292-26-000003 filed by St. Clair Advisors, 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 29,817 shares
    Change vs previous 13F -109 shares

    1.2% of the 13F portfolio, value $4,514,743.

    13F-HR 0002056292-26-000002 filed by St. Clair Advisors, 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 29,926 shares
    Change vs previous 13F -561 shares

    1.09% of the 13F portfolio, value $4,223,876.

    13F-HR 0002056292-26-000001 filed by St. Clair Advisors, 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 30,487 shares
    Change vs previous 13F -165,269 shares

    1.15% of the 13F portfolio, value $4,332,219.

    13F-HR 0002056292-25-000026 filed by St. Clair Advisors, 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 195,756 shares
    Change vs previous 13F -8,392 shares

    6.8% of the 13F portfolio, value $25,998,313.

    13F-HR 0002056292-25-000024 filed by St. Clair Advisors, 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 204,148 shares
    Change vs previous 13F +4,301 shares

    7.68% of the 13F portfolio, value $27,415,026.

    13F-HR 0002056292-25-000021 filed by St. Clair Advisors, 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 199,847 shares
    Change vs previous 13F +1,342 shares

    7.53% of the 13F portfolio, value $26,238,031.

    13F-HR 0002056292-25-000003 filed by St. Clair Advisors, 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 198,505 shares
    Change vs previous 13F not available

    7.61% of the 13F portfolio, value $26,812,137.

    13F-HR 0002056292-25-000020 filed by St. Clair Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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