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Disclosery

Wambolt & Associates, LLC: DVY position timeline

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

Wambolt & Associates, LLC held 4,482 DVY shares at 2025-06-30 per its 13F-HR filed 2025-08-13.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 4,482 shares
    Change vs previous 13F -33 shares

    0.2% of the 13F portfolio, value $606,684.

    13F-HR 0001755723-25-000003 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 4,515 shares
    Change vs previous 13F -283 shares

    0.21% of the 13F portfolio, value $605,823.

    13F-HR 0001755723-25-000002 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 4,798 shares
    Change vs previous 13F -505 shares

    0.2% of the 13F portfolio, value $629,929.

    13F-HR 0001755723-25-000001 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 5,303 shares
    Change vs previous 13F -820 shares

    0.2% of the 13F portfolio, value $713,837.

    13F-HR 0001755723-24-000001 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 6,123 shares
    Change vs previous 13F -855 shares

    0.21% of the 13F portfolio, value $736,658.

    13F-HR 0001085146-24-003550 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 6,978 shares
    Change vs previous 13F -2,451 shares

    0.26% of the 13F portfolio, value $853,479.

    13F-HR 0001085146-24-002145 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 9,429 shares
    Change vs previous 13F -2,750 shares

    0.36% of the 13F portfolio, value $1,105,220.

    13F-HR 0001085146-24-000826 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 12,179 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $1,281,066.

    13F-HR 0001085146-23-004132 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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