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Disclosery

Concord Wealth Partners: DVYA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Concord Wealth Partners on DVYA, newest first. How the timeline and the estimate are built.

Concord Wealth Partners held 139,292 DVYA shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 139,292 shares
    Change vs previous 13F -1,735 shares

    0.43% of the 13F portfolio, value $6,587,483.

    13F-HR 0001814214-26-000004 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 70,241 shares
    • Concord Asset Management, LLC/VA: 69,051 shares

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

  2. period ended2026-03-31
    13F 141,027 shares
    Change vs previous 13F +8,389 shares

    0.5% of the 13F portfolio, value $6,806,496.

    13F-HR 0001814214-26-000003 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 71,204 shares
    • Concord Asset Management, LLC/VA: 69,823 shares

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

  3. period ended2025-12-31
    13F 132,638 shares
    Change vs previous 13F +3,529 shares

    0.44% of the 13F portfolio, value $5,872,647.

    13F-HR 0001814214-26-000001 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 66,809 shares
    • Concord Asset Management, LLC/VA: 65,829 shares

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

  4. period ended2025-09-30
    13F 129,109 shares
    Change vs previous 13F +4,823 shares

    0.43% of the 13F portfolio, value $5,429,034.

    13F-HR 0001814214-25-000007 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 64,776 shares
    • Concord Asset Management, LLC/VA: 64,333 shares

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

  5. period ended2025-06-30
    13F 124,286 shares
    Change vs previous 13F +12,594 shares

    0.35% of the 13F portfolio, value $4,781,752.

    13F-HR 0001814214-25-000005 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 62,143 shares
    • Concord Asset Management, LLC/VA: 62,143 shares

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

  6. period ended2025-03-31
    13F 111,692 shares
    Change vs previous 13F +44,470 shares

    0.37% of the 13F portfolio, value $3,961,098.

    13F-HR 0002031885-25-000002 filed by Concord Asset Management, LLC/VA
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 54,886 shares
    • Concord Asset Management, LLC/VA: 56,806 shares

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

  7. period ended2024-12-31
    13F 67,222 shares
    Change vs previous 13F +31,775 shares

    0.23% of the 13F portfolio, value $2,406,948.

    13F-HR 0001814214-25-000002 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 33,611 shares
    • Concord Asset Management, LLC/VA: 33,611 shares

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

  8. period ended2024-09-30
    13F 35,447 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,372,939.

    13F-HR 0002031885-24-000012 filed by Concord Asset Management, LLC/VA
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 17,033 shares
    • Concord Asset Management, LLC/VA: 18,414 shares

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