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Disclosery

Concord Wealth Partners: DVYE position timeline

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

Concord Wealth Partners held 202,437 DVYE 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 202,437 shares
    Change vs previous 13F -1,572 shares

    0.43% of the 13F portfolio, value $6,524,553.

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

    • Concord Wealth Partners: 102,299 shares
    • Concord Asset Management, LLC/VA: 100,138 shares

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

  2. period ended2026-03-31
    13F 204,009 shares
    Change vs previous 13F +13,130 shares

    0.51% of the 13F portfolio, value $7,013,825.

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

    • Concord Wealth Partners: 103,066 shares
    • Concord Asset Management, LLC/VA: 100,943 shares

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

  3. period ended2025-12-31
    13F 190,879 shares
    Change vs previous 13F +2,660 shares

    0.44% of the 13F portfolio, value $5,947,771.

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

    • Concord Wealth Partners: 96,223 shares
    • Concord Asset Management, LLC/VA: 94,656 shares

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

  4. period ended2025-09-30
    13F 188,219 shares
    Change vs previous 13F +21,489 shares

    0.44% of the 13F portfolio, value $5,588,228.

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

    • Concord Wealth Partners: 94,533 shares
    • Concord Asset Management, LLC/VA: 93,686 shares

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

  5. period ended2025-06-30
    13F 166,730 shares
    Change vs previous 13F +12,072 shares

    0.35% of the 13F portfolio, value $4,776,818.

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

    • Concord Wealth Partners: 83,365 shares
    • Concord Asset Management, LLC/VA: 83,365 shares

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

  6. period ended2025-03-31
    13F 154,658 shares
    Change vs previous 13F +60,011 shares

    0.39% of the 13F portfolio, value $4,171,167.

    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: 76,163 shares
    • Concord Asset Management, LLC/VA: 78,495 shares

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

  7. period ended2024-12-31
    13F 94,647 shares
    Change vs previous 13F +44,191 shares

    0.23% of the 13F portfolio, value $2,444,748.

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

    • Concord Wealth Partners: 47,456 shares
    • Concord Asset Management, LLC/VA: 47,191 shares

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

  8. period ended2024-09-30
    13F 50,456 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,448,094.

    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: 24,440 shares
    • Concord Asset Management, LLC/VA: 26,016 shares

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