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Weinberger Asset Management, Inc: DVY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Weinberger Asset Management, Inc on DVY, newest first. How the timeline and the estimate are built.

Weinberger Asset Management, Inc held 8,096 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 8,096 shares
    Change vs previous 13F -4,050 shares

    0.42% of the 13F portfolio, value $1,305,134.

    13F-HR 0002051705-26-000007 filed by Weinberger Asset Management, 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 12,146 shares
    Change vs previous 13F -3,177 shares

    0.69% of the 13F portfolio, value $1,838,970.

    13F-HR 0002051705-26-000005 filed by Weinberger Asset Management, 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 15,323 shares
    Change vs previous 13F -2,364 shares

    0.78% of the 13F portfolio, value $2,162,716.

    13F-HR 0002051705-26-000002 filed by Weinberger Asset Management, 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 17,687 shares
    Change vs previous 13F +99 shares

    0.91% of the 13F portfolio, value $2,513,266.

    13F-HR 0002051705-25-000003 filed by Weinberger Asset Management, 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 17,588 shares
    Change vs previous 13F -130 shares

    0.9% of the 13F portfolio, value $2,335,900.

    13F-HR 0001085146-25-003719 filed by Weinberger Asset Management, 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 17,718 shares
    Change vs previous 13F -368 shares

    1.02% of the 13F portfolio, value $2,379,370.

    13F-HR 0001085146-25-001928 filed by Weinberger Asset Management, 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 18,086 shares
    Change vs previous 13F +185 shares

    0.99% of the 13F portfolio, value $2,374,471.

    13F-HR 0001085146-25-000761 filed by Weinberger Asset Management, 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 17,901 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $2,417,877.

    13F-HR 0001085146-25-000760 filed by Weinberger Asset Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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