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TriaGen Wealth Management LLC: DIVI position timeline

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

TriaGen Wealth Management LLC held 610,254 DIVI shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 610,254 shares
    Change vs previous 13F +20,097 shares

    6.54% of the 13F portfolio, value $26,070,052.

    13F-HR 0001172661-26-002712 filed by TriaGen Wealth Management 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 590,157 shares
    Change vs previous 13F +1,786 shares

    6.42% of the 13F portfolio, value $23,494,151.

    13F-HR 0001172661-26-001565 filed by TriaGen Wealth Management 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 588,371 shares
    Change vs previous 13F +8,850 shares

    5.92% of the 13F portfolio, value $22,881,766.

    13F-HR 0001172661-26-000326 filed by TriaGen Wealth Management 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 579,521 shares
    Change vs previous 13F +111,385 shares

    5.64% of the 13F portfolio, value $21,621,941.

    13F-HR 0001172661-25-004361 filed by TriaGen Wealth Management 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 468,136 shares
    Change vs previous 13F +55,055 shares

    5.05% of the 13F portfolio, value $16,684,378.

    13F-HR 0001172661-25-002685 filed by TriaGen Wealth Management 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 413,081 shares
    Change vs previous 13F +22,499 shares

    4.75% of the 13F portfolio, value $13,462,299.

    13F-HR 0001172661-25-001775 filed by TriaGen Wealth Management 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 390,582 shares
    Change vs previous 13F -101,179 shares

    3.95% of the 13F portfolio, value $11,721,377.

    13F-HR 0001172661-25-000336 filed by TriaGen Wealth Management 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 491,761 shares
    Change vs previous 13F not available

    5.46% of the 13F portfolio, value $16,306,784.

    13F-HR 0001172661-24-004311 filed by TriaGen Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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