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Disclosery

Taylor Financial Group, Inc.: DVY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Taylor Financial Group, Inc. on DVY, newest first. How the timeline and the estimate are built.

Taylor Financial Group, Inc. held 30,431 DVY shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,431 shares
    Change vs previous 13F +1,362 shares

    2.61% of the 13F portfolio, value $4,756,428.

    13F-HR 0001172661-26-002782 filed by Taylor Financial Group, Inc.
    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 29,069 shares
    Change vs previous 13F +932 shares

    2.67% of the 13F portfolio, value $4,401,398.

    13F-HR 0001172661-26-001849 filed by Taylor Financial Group, Inc.
    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 28,137 shares
    Change vs previous 13F -17 shares

    2.33% of the 13F portfolio, value $3,971,313.

    13F-HR 0001172661-26-000508 filed by Taylor Financial Group, Inc.
    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 28,154 shares
    Change vs previous 13F +1,733 shares

    2.3% of the 13F portfolio, value $4,000,740.

    13F-HR 0001172661-25-004521 filed by Taylor Financial Group, Inc.
    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 26,421 shares
    Change vs previous 13F +2,981 shares

    2.19% of the 13F portfolio, value $3,508,973.

    13F-HR 0001172661-25-002842 filed by Taylor Financial Group, Inc.
    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 23,440 shares
    Change vs previous 13F +1,819 shares

    2.19% of the 13F portfolio, value $3,147,758.

    13F-HR 0001172661-25-001677 filed by Taylor Financial Group, Inc.
    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 21,621 shares
    Change vs previous 13F +1,370 shares

    1.97% of the 13F portfolio, value $2,838,621.

    13F-HR 0001172661-25-000633 filed by Taylor Financial Group, Inc.
    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 20,251 shares
    Change vs previous 13F not available

    1.89% of the 13F portfolio, value $2,735,303.

    13F-HR 0001172661-24-004565 filed by Taylor Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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