WFA Asset Management Corp: DVY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WFA Asset Management Corp on DVY, newest first. How the timeline and the estimate are built.
WFA Asset Management Corp held 506 DVY shares at 2025-09-30 per its 13F-HR filed 2025-10-30.
the latest 13F is the newest step
- period ended2025-09-3013F 506 sharesChange vs previous 13F -414 shares
0.04% of the 13F portfolio, value $68,292.
13F-HR 0001994434-25-000010 filed by WFA Asset Management Corp
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 920 sharesChange vs previous 13F -4,091 shares
0.06% of the 13F portfolio, value $111,294.
13F-HR 0001994434-25-000006 filed by WFA Asset Management Corp
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 5,011 sharesChange vs previous 13F +4,714 shares
0.32% of the 13F portfolio, value $617,265.
13F-HR 0001994434-25-000002 filed by WFA Asset Management Corp
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 297 sharesChange vs previous 13F -289 shares
0.02% of the 13F portfolio, value $38,945.
13F-HR 0001994434-25-000001 filed by WFA Asset Management Corp
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 586 sharesChange vs previous 13F -414 shares
0.04% of the 13F portfolio, value $79,206.
13F-HR 0001994434-24-000009 filed by WFA Asset Management Corp
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 1,000 sharesChange vs previous 13F -4,011 shares
0.07% of the 13F portfolio, value $120,959.
13F-HR 0001994434-24-000006 filed by WFA Asset Management Corp
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-03-3113F/A 5,011 sharesChange vs previous 13F -4,949 shares
0.32% of the 13F portfolio, value $617,265.
13F-HR/A 0001994434-24-000005 filed by WFA Asset Management Corp
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-12-3113F/A 9,960 sharesChange vs previous 13F not available
0.64% of the 13F portfolio, value $1,167,557.
13F-HR/A 0001994434-24-000004 filed by WFA Asset Management Corp
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).