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Disclosery

WBH ADVISORY INC: DVY position timeline

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

WBH ADVISORY INC held 9,239 DVY shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,239 shares
    Change vs previous 13F -918 shares

    0.1% of the 13F portfolio, value $1,444,026.

    13F-HR 0001259671-26-000004 filed by WBH ADVISORY 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 10,157 shares
    Change vs previous 13F -349 shares

    0.11% of the 13F portfolio, value $1,533,974.

    13F-HR 0001259671-26-000003 filed by WBH ADVISORY 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 10,506 shares
    Change vs previous 13F +10 shares

    0.11% of the 13F portfolio, value $1,482,801.

    13F-HR 0001259671-26-000002 filed by WBH ADVISORY 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 10,496 shares
    Change vs previous 13F -916 shares

    0.11% of the 13F portfolio, value $1,491,427.

    13F-HR 0001259671-25-000010 filed by WBH ADVISORY 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 11,412 shares
    Change vs previous 13F +9 shares

    0.13% of the 13F portfolio, value $1,515,581.

    13F-HR 0001259671-25-000006 filed by WBH ADVISORY 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 11,403 shares
    Change vs previous 13F +7 shares

    0.14% of the 13F portfolio, value $1,531,339.

    13F-HR 0001259671-25-000004 filed by WBH ADVISORY 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 11,396 shares
    Change vs previous 13F -391 shares

    0.14% of the 13F portfolio, value $1,496,218.

    13F-HR 0001259671-25-000002 filed by WBH ADVISORY 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 11,787 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,592,131.

    13F-HR 0001259671-24-000011 filed by WBH ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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