Capital Analysts, LLC: DVY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Capital Analysts, LLC on DVY, newest first. How the timeline and the estimate are built.
Capital Analysts, LLC held 25,997 DVY shares at 2026-06-30 per its 13F-HR filed 2026-08-05.
the latest 13F is the newest step
- period ended2026-06-3013F 25,997 sharesChange vs previous 13F -262 shares
0.09% of the 13F portfolio, value $4,063,000.
13F-HR 0001624758-26-000011 filed by Capital Analysts, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 26,259 sharesChange vs previous 13F -1,401 shares
0.1% of the 13F portfolio, value $3,976,000.
13F-HR 0001624758-26-000005 filed by Capital Analysts, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F/A 27,660 sharesChange vs previous 13F -423 shares
0.11% of the 13F portfolio, value $3,904,000.
13F-HR/A 0001624758-26-000008 filed by Capital Analysts, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 28,083 sharesChange vs previous 13F +709 shares
0.12% of the 13F portfolio, value $3,990,000.
13F-HR 0001624758-25-000011 filed by Capital Analysts, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 27,374 sharesChange vs previous 13F -157 shares
0.12% of the 13F portfolio, value $3,636,000.
13F-HR 0001624758-25-000006 filed by Capital Analysts, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 27,531 sharesChange vs previous 13F +7,419 shares
0.14% of the 13F portfolio, value $3,697,000.
13F-HR 0001624758-25-000004 filed by Capital Analysts, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 20,112 sharesChange vs previous 13F -175 shares
0.11% of the 13F portfolio, value $2,641,000.
13F-HR 0001624758-25-000002 filed by Capital Analysts, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 20,287 sharesChange vs previous 13F not available
0.11% of the 13F portfolio, value $2,740,000.
13F-HR 0001624758-24-000014 filed by Capital Analysts, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).