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Wealthspire Advisors, LLC: DVY position timeline

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

Wealthspire Advisors, LLC held 25,100 DVY shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,100 shares
    Change vs previous 13F +4,964 shares

    0.02% of the 13F portfolio, value $3,923,192.

    13F-HR 0001646247-26-000005 filed by Wealthspire Advisors, LLC
    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 20,136 shares
    Change vs previous 13F +430 shares

    0.02% of the 13F portfolio, value $3,048,745.

    13F-HR 0001646247-26-000003 filed by Wealthspire Advisors, LLC
    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 19,706 shares
    Change vs previous 13F -21,360 shares

    0.02% of the 13F portfolio, value $2,781,243.

    13F-HR 0001646247-26-000001 filed by Wealthspire Advisors, LLC
    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 41,066 shares
    Change vs previous 13F +1,926 shares

    0.03% of the 13F portfolio, value $5,835,622.

    13F-HR 0001646247-25-000006 filed by Wealthspire Advisors, LLC
    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 39,140 shares
    Change vs previous 13F -108,604 shares

    0.03% of the 13F portfolio, value $5,198,054.

    13F-HR 0001646247-25-000005 filed by Wealthspire Advisors, LLC
    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 147,744 shares
    Change vs previous 13F +76,269 shares

    0.12% of the 13F portfolio, value $19,840,420.

    13F-HR 0001646247-25-000004 filed by Wealthspire Advisors, LLC
    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 71,475 shares
    Change vs previous 13F +548 shares

    0.09% of the 13F portfolio, value $9,383,998.

    13F-HR 0001646247-25-000001 filed by Wealthspire Advisors, LLC
    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 70,927 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $9,580,051.

    13F-HR 0001646247-24-000004 filed by Wealthspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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