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WALLER FINANCIAL PLANNING GROUP, INC: DVY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WALLER FINANCIAL PLANNING GROUP, INC on DVY, newest first. How the timeline and the estimate are built.

WALLER FINANCIAL PLANNING GROUP, INC held 2,139 DVY shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,139 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $325,278.

    13F-HR 0001214659-26-012630 filed by WALLER FINANCIAL PLANNING GROUP, INC
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,139 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $334,326.

    13F-HR 0001214659-26-008295 filed by WALLER FINANCIAL PLANNING 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 ended2026-03-31
    13F 2,139 shares
    Change vs previous 13F +389 shares

    0.07% of the 13F portfolio, value $323,866.

    13F-HR 0001214659-26-004321 filed by WALLER FINANCIAL PLANNING 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 ended2025-12-31
    13F 1,750 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $246,995.

    13F-HR 0001214659-26-000397 filed by WALLER FINANCIAL PLANNING GROUP, INC
    Filed (acceptance time not in the bulk data set), ingested

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