STRATEGIC WEALTH MANAGEMENT INC: DVY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of STRATEGIC WEALTH MANAGEMENT INC on DVY, newest first. How the timeline and the estimate are built.

STRATEGIC WEALTH MANAGEMENT INC held 28,560 DVY shares at 2021-12-31 per its 13F-HR filed 2022-02-07.

the latest 13F is the newest step

period ended2021-12-31
13F 28,560 shares
Change vs previous 13F 0 shares
1.73% of the 13F portfolio, value $3,501,000.
13F-HR 0000849854-22-000001 filed by STRATEGIC WEALTH MANAGEMENT INC
Filed 2022-02-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:36:54 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2021-09-30
13F 28,560 shares
Change vs previous 13F +12,742 shares
1.7% of the 13F portfolio, value $3,276,000.
13F-HR 0000849854-21-000007 filed by STRATEGIC WEALTH MANAGEMENT INC
Filed 2021-11-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:37:51 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2021-06-30
13F 15,818 shares
Change vs previous 13F -309 shares
1% of the 13F portfolio, value $1,845,000.
13F-HR 0000849854-21-000006 filed by STRATEGIC WEALTH MANAGEMENT INC
Filed 2021-08-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:38:33 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2021-03-31
13F 16,127 shares
Change vs previous 13F not available
1.1% of the 13F portfolio, value $1,840,000.
13F-HR 0000849854-21-000005 filed by STRATEGIC WEALTH MANAGEMENT INC
Filed 2021-05-03 (acceptance time not in the bulk data set), ingested 2026-10-07 18:39:37 UTC
Acceptance time not in the bulk data set (spec §4.2).