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Steward Partners Investment Advisory, LLC: DVYE position timeline

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

Steward Partners Investment Advisory, LLC held 97,963 DVYE 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 97,963 shares
    Change vs previous 13F +1,785 shares

    0.02% of the 13F portfolio, value $3,157,356.

    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 96,178 shares
    Change vs previous 13F +99 shares

    0.02% of the 13F portfolio, value $3,306,612.

    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 96,079 shares
    Change vs previous 13F -4,450 shares

    0.02% of the 13F portfolio, value $2,993,813.

    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 100,529 shares
    Change vs previous 13F -6,807 shares

    0.02% of the 13F portfolio, value $2,984,700.

    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 107,336 shares
    Change vs previous 13F -6,420 shares

    0.02% of the 13F portfolio, value $3,075,187.

    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 113,756 shares
    Change vs previous 13F -15,147 shares

    0.03% of the 13F portfolio, value $3,104,399.

    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 128,903 shares
    Change vs previous 13F -55,677 shares

    0.03% of the 13F portfolio, value $3,329,564.

    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 184,580 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $5,297,458.

    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).