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Winthrop Advisory Group LLC: DVY position timeline

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

Winthrop Advisory Group LLC held 8,758 DVY shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,758 shares
    Change vs previous 13F +8 shares

    0.09% of the 13F portfolio, value $1,368,923.

    13F-HR 0001739043-26-000006 filed by Winthrop Advisory 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 8,750 shares
    Change vs previous 13F -44 shares

    0.11% of the 13F portfolio, value $1,324,769.

    13F-HR 0001739043-26-000004 filed by Winthrop Advisory 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/A 8,794 shares
    Change vs previous 13F +13 shares

    0.11% of the 13F portfolio, value $1,241,198.

    13F-HR/A 0001739043-26-000003 filed by Winthrop Advisory 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 8,781 shares
    Change vs previous 13F -71 shares

    0.11% of the 13F portfolio, value $1,247,846.

    13F-HR 0001739043-25-000007 filed by Winthrop Advisory 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 8,852 shares
    Change vs previous 13F +1,062 shares

    0.11% of the 13F portfolio, value $1,175,592.

    13F-HR 0001739043-25-000004 filed by Winthrop Advisory 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 7,790 shares
    Change vs previous 13F -1,101 shares

    0.13% of the 13F portfolio, value $1,046,154.

    13F-HR 0001739043-25-000003 filed by Winthrop Advisory 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 8,891 shares
    Change vs previous 13F +1,112 shares

    0.14% of the 13F portfolio, value $1,167,271.

    13F-HR 0001739043-25-000002 filed by Winthrop Advisory 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 7,779 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,050,679.

    13F-HR 0001739043-24-000009 filed by Winthrop Advisory Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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