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Welch Group, LLC: DVY position timeline

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

Welch Group, LLC held 5,332 DVY shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,332 shares
    Change vs previous 13F +665 shares

    0.03% of the 13F portfolio, value $833,373.

    13F-HR 0001443095-26-000006 filed by Welch Group, 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 4,667 shares
    Change vs previous 13F -9,291 shares

    0.03% of the 13F portfolio, value $706,585.

    13F-HR 0001443095-26-000004 filed by Welch Group, 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 13,958 shares
    Change vs previous 13F +9,296 shares

    0.08% of the 13F portfolio, value $1,969,979.

    13F-HR 0001443095-26-000001 filed by Welch Group, 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 4,662 shares
    Change vs previous 13F +203 shares

    0.03% of the 13F portfolio, value $662,418.

    13F-HR 0001443095-25-000008 filed by Welch Group, 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 4,459 shares
    Change vs previous 13F +1,200 shares

    0.02% of the 13F portfolio, value $592,241.

    13F-HR 0001443095-25-000007 filed by Welch Group, 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 3,259 shares
    Change vs previous 13F -2,255 shares

    0.02% of the 13F portfolio, value $432,582.

    13F-HR 0001443095-25-000003 filed by Welch Group, 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 5,514 shares
    Change vs previous 13F +2,260 shares

    0.03% of the 13F portfolio, value $721,870.

    13F-HR 0001443095-25-000001 filed by Welch Group, 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 3,254 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $439,553.

    13F-HR 0001443095-24-000004 filed by Welch Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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