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SUMMIT INVESTMENT ADVISORS, INC.: DVY position timeline

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

SUMMIT INVESTMENT ADVISORS, INC. held 1,955 DVY shares at 2025-06-30 per its 13F-HR filed 2025-08-06.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 1,955 shares
    Change vs previous 13F +18 shares

    0.22% of the 13F portfolio, value $261,829.

    13F-HR 0001951757-25-001040 filed by SUMMIT INVESTMENT ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 1,937 shares
    Change vs previous 13F +16 shares

    0.22% of the 13F portfolio, value $249,326.

    13F-HR 0001951757-25-000550 filed by SUMMIT INVESTMENT ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 1,921 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $260,824.

    13F-HR 0001951757-25-000267 filed by SUMMIT INVESTMENT ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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