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Disclosery

Alpine Bank Wealth Management: DVY position timeline

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

Alpine Bank Wealth Management held 3,641 DVY shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,641 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $569,088.

    13F-HR 0001140361-26-031791 filed by Alpine Bank Wealth Management
    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 3,641 shares
    Change vs previous 13F +891 shares

    0.08% of the 13F portfolio, value $551,284.

    13F-HR 0001140361-26-015844 filed by Alpine Bank Wealth Management
    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 2,750 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $388,135.

    13F-HR 0001140361-26-001313 filed by Alpine Bank Wealth Management
    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 2,750 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $390,775.

    13F-HR 0001140361-25-038847 filed by Alpine Bank Wealth Management
    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 2,750 shares
    Change vs previous 13F -1,250 shares

    0.06% of the 13F portfolio, value $365,228.

    13F-HR 0001140361-25-026202 filed by Alpine Bank Wealth Management
    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 4,000 shares
    Change vs previous 13F -227 shares

    0.09% of the 13F portfolio, value $537,160.

    13F-HR 0001140361-25-015196 filed by Alpine Bank Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 4,227 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $570,941.

    13F-HR 0001140361-24-045907 filed by Alpine Bank Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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