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Sterling Investment Advisors, Ltd.: DVY position timeline

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

Sterling Investment Advisors, Ltd. held 305,312 DVY shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 305,312 shares
    Change vs previous 13F +39,312 shares

    3.93% of the 13F portfolio, value $23,507,775.

    13F-HR 0001701132-26-000004 filed by Sterling Investment Advisors, Ltd.
    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 266,000 shares
    Change vs previous 13F +194,533 shares

    3.77% of the 13F portfolio, value $20,821,958.

    13F-HR 0001701132-26-000002 filed by Sterling Investment Advisors, Ltd.
    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 71,467 shares
    Change vs previous 13F +189 shares

    1.86% of the 13F portfolio, value $10,086,816.

    13F-HR 0001701132-26-000001 filed by Sterling Investment Advisors, Ltd.
    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 71,278 shares
    Change vs previous 13F +112 shares

    1.97% of the 13F portfolio, value $10,128,547.

    13F-HR 0001701132-25-000010 filed by Sterling Investment Advisors, Ltd.
    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 71,166 shares
    Change vs previous 13F +1,828 shares

    2.07% of the 13F portfolio, value $9,451,504.

    13F-HR 0001701132-25-000007 filed by Sterling Investment Advisors, Ltd.
    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 69,338 shares
    Change vs previous 13F +3,270 shares

    2.24% of the 13F portfolio, value $9,311,404.

    13F-HR 0001701132-25-000005 filed by Sterling Investment Advisors, Ltd.
    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 66,068 shares
    Change vs previous 13F -565 shares

    2.1% of the 13F portfolio, value $8,674,115.

    13F-HR 0001701132-25-000002 filed by Sterling Investment Advisors, Ltd.
    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 66,633 shares
    Change vs previous 13F not available

    2.28% of the 13F portfolio, value $9,000,183.

    13F-HR 0001701132-24-000007 filed by Sterling Investment Advisors, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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