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Trace Wealth Advisors, LLC: DVY position timeline

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

Trace Wealth Advisors, LLC held 5,804 DVY shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,804 shares
    Change vs previous 13F 0 shares

    0.59% of the 13F portfolio, value $907,165.

    13F-HR 0001172661-26-002857 filed by Trace Wealth Advisors, 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 5,804 shares
    Change vs previous 13F 0 shares

    0.66% of the 13F portfolio, value $878,784.

    13F-HR 0001172661-26-001853 filed by Trace Wealth Advisors, 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 5,804 shares
    Change vs previous 13F 0 shares

    0.59% of the 13F portfolio, value $819,177.

    13F-HR 0001172661-26-000702 filed by Trace Wealth Advisors, 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 5,804 shares
    Change vs previous 13F 0 shares

    0.62% of the 13F portfolio, value $824,748.

    13F-HR 0001172661-25-004589 filed by Trace Wealth Advisors, 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 5,804 shares
    Change vs previous 13F -320 shares

    0.63% of the 13F portfolio, value $770,829.

    13F-HR 0001172661-25-003538 filed by Trace Wealth Advisors, 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 6,124 shares
    Change vs previous 13F 0 shares

    0.73% of the 13F portfolio, value $822,392.

    13F-HR 0001172661-25-002188 filed by Trace Wealth Advisors, 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 6,124 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $804,020.

    13F-HR 0001172661-25-001111 filed by Trace Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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