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Disclosery

Zhang Financial LLC: DVY position timeline

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

Zhang Financial LLC held 17,317 DVY shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,317 shares
    Change vs previous 13F -1,163 shares

    0.08% of the 13F portfolio, value $2,706,638.

    13F-HR 0001776290-26-000005 filed by Zhang Financial 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 18,480 shares
    Change vs previous 13F +7 shares

    0.1% of the 13F portfolio, value $2,798,081.

    13F-HR 0001776290-26-000004 filed by Zhang Financial 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 18,473 shares
    Change vs previous 13F -491 shares

    0.1% of the 13F portfolio, value $2,607,247.

    13F-HR 0001776290-26-000002 filed by Zhang Financial 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 18,964 shares
    Change vs previous 13F +9 shares

    0.11% of the 13F portfolio, value $2,694,750.

    13F-HR 0001776290-25-000006 filed by Zhang Financial 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 18,955 shares
    Change vs previous 13F -224 shares

    0.12% of the 13F portfolio, value $2,517,475.

    13F-HR 0001776290-25-000005 filed by Zhang Financial 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 19,179 shares
    Change vs previous 13F +8 shares

    0.14% of the 13F portfolio, value $2,575,505.

    13F-HR 0001776290-25-000002 filed by Zhang Financial 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 19,171 shares
    Change vs previous 13F -51 shares

    0.14% of the 13F portfolio, value $2,517,017.

    13F-HR 0001776290-25-000001 filed by Zhang Financial 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 19,222 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $2,596,373.

    13F-HR 0001776290-24-000003 filed by Zhang Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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