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Verus Financial Partners, Inc.: DVY position timeline

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

Verus Financial Partners, Inc. held 44,284 DVY 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 44,284 shares
    Change vs previous 13F -1,524 shares

    0.59% of the 13F portfolio, value $6,921,537.

    13F-HR 0001481714-26-000005 filed by Verus Financial Partners, 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 45,808 shares
    Change vs previous 13F -8,386 shares

    0.63% of the 13F portfolio, value $7,003,108.

    13F-HR 0001481714-26-000003 filed by Verus Financial Partners, 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 54,194 shares
    Change vs previous 13F -2,776 shares

    0.74% of the 13F portfolio, value $8,071,696.

    13F-HR 0001481714-26-000001 filed by Verus Financial Partners, 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 56,970 shares
    Change vs previous 13F -1,351 shares

    0.78% of the 13F portfolio, value $8,095,407.

    13F-HR 0001481714-25-000012 filed by Verus Financial Partners, 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 58,321 shares
    Change vs previous 13F +136 shares

    0.81% of the 13F portfolio, value $7,934,556.

    13F-HR 0001481714-25-000006 filed by Verus Financial Partners, 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 58,185 shares
    Change vs previous 13F -1,708 shares

    0.84% of the 13F portfolio, value $7,321,945.

    13F-HR 0001481714-25-000005 filed by Verus Financial Partners, 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 59,893 shares
    Change vs previous 13F -2,940 shares

    0.86% of the 13F portfolio, value $7,701,035.

    13F-HR 0001481714-25-000002 filed by Verus Financial Partners, 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 62,833 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $8,457,966.

    13F-HR 0001481714-24-000009 filed by Verus Financial Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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