Skip to content
Disclosery

Steward Partners Investment Advisory, LLC: DVY position timeline

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

Steward Partners Investment Advisory, LLC held 97,532 DVY shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 97,532 shares
    Change vs previous 13F +3,776 shares

    0.08% of the 13F portfolio, value $15,244,321.

    13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, 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 93,756 shares
    Change vs previous 13F +1,171 shares

    0.07% of the 13F portfolio, value $14,195,708.

    13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, 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 92,585 shares
    Change vs previous 13F +4,366 shares

    0.07% of the 13F portfolio, value $13,067,464.

    13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, 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 88,219 shares
    Change vs previous 13F -2,500 shares

    0.07% of the 13F portfolio, value $12,535,923.

    13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, 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 90,719 shares
    Change vs previous 13F +2,237 shares

    0.09% of the 13F portfolio, value $12,048,352.

    13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, 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 88,482 shares
    Change vs previous 13F +2,462 shares

    0.11% of the 13F portfolio, value $11,882,295.

    13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, 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 86,020 shares
    Change vs previous 13F +104 shares

    0.1% of the 13F portfolio, value $11,293,501.

    13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, 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 85,916 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $11,604,625.

    13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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