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Disclosery

waypoint wealth counsel: DVY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of waypoint wealth counsel on DVY, newest first. How the timeline and the estimate are built.

waypoint wealth counsel held 9,573 DVY shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,573 shares
    Change vs previous 13F +23 shares

    0.94% of the 13F portfolio, value $1,496,193.

    13F-HR 0001807909-26-000003 filed by waypoint wealth counsel
    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 9,550 shares
    Change vs previous 13F -413 shares

    0.75% of the 13F portfolio, value $1,445,992.

    13F-HR 0001807909-26-000002 filed by waypoint wealth counsel
    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 9,963 shares
    Change vs previous 13F -246 shares

    0.52% of the 13F portfolio, value $1,406,127.

    13F-HR 0001807909-26-000001 filed by waypoint wealth counsel
    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 10,209 shares
    Change vs previous 13F +28 shares

    0.57% of the 13F portfolio, value $1,450,711.

    13F-HR 0001807909-25-000006 filed by waypoint wealth counsel
    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 10,181 shares
    Change vs previous 13F +32 shares

    0.67% of the 13F portfolio, value $1,352,200.

    13F-HR 0001807909-25-000004 filed by waypoint wealth counsel
    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 10,149 shares
    Change vs previous 13F +27 shares

    0.86% of the 13F portfolio, value $1,362,908.

    13F-HR 0001807909-25-000002 filed by waypoint wealth counsel
    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 10,122 shares
    Change vs previous 13F +34 shares

    0.87% of the 13F portfolio, value $1,328,907.

    13F-HR 0001807909-25-000001 filed by waypoint wealth counsel
    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 10,088 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $1,362,573.

    13F-HR 0001807909-24-000010 filed by waypoint wealth counsel
    Filed (acceptance time not in the bulk data set), ingested

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