Skip to content
Disclosery

Trifecta Capital Advisors, LLC: DVY position timeline

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

Trifecta Capital Advisors, LLC held 16,660 DVY shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,660 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $2,603,958.

    13F-HR 0001962615-26-000003 filed by Trifecta Capital 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 16,660 shares
    Change vs previous 13F +100 shares

    0.39% of the 13F portfolio, value $2,522,491.

    13F-HR 0001962615-26-000002 filed by Trifecta Capital 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 16,560 shares
    Change vs previous 13F -370 shares

    0.35% of the 13F portfolio, value $2,337,279.

    13F-HR 0001962615-26-000001 filed by Trifecta Capital 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 16,930 shares
    Change vs previous 13F 0 shares

    0.37% of the 13F portfolio, value $2,405,753.

    13F-HR 0001962615-25-000006 filed by Trifecta Capital 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 16,930 shares
    Change vs previous 13F +2,715 shares

    0.37% of the 13F portfolio, value $2,248,474.

    13F-HR 0001962615-25-000003 filed by Trifecta Capital 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 14,215 shares
    Change vs previous 13F 0 shares

    0.4% of the 13F portfolio, value $1,908,933.

    13F-HR 0001962615-25-000002 filed by Trifecta Capital 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 14,215 shares
    Change vs previous 13F -165 shares

    0.37% of the 13F portfolio, value $1,866,288.

    13F-HR 0001962615-25-000001 filed by Trifecta Capital Advisors, 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 14,380 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $1,942,307.

    13F-HR 0001962615-24-000007 filed by Trifecta Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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