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Disclosery

CWM, LLC: DVY position timeline

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

CWM, LLC held 52,313 DVY shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 52,313 shares
    Change vs previous 13F -1,935 shares

    0.02% of the 13F portfolio, value $7,920,785.

    13F-HR 0001580642-26-003177 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 54,248 shares
    Change vs previous 13F -265 shares

    0.02% of the 13F portfolio, value $7,657,000.

    13F-HR 0001580642-26-000404 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 54,513 shares
    Change vs previous 13F +2,554 shares

    0.02% of the 13F portfolio, value $7,746,000.

    13F-HR 0001580642-25-006592 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 51,959 shares
    Change vs previous 13F +4,279 shares

    0.02% of the 13F portfolio, value $6,901,000.

    13F-HR 0001580642-25-004473 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 47,680 shares
    Change vs previous 13F +12,908 shares

    0.03% of the 13F portfolio, value $6,403,000.

    13F-HR 0001580642-25-002731 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 34,772 shares
    Change vs previous 13F +3,249 shares

    0.02% of the 13F portfolio, value $4,565,000.

    13F-HR 0001580642-25-000735 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 31,523 shares
    Change vs previous 13F -151 shares

    0.02% of the 13F portfolio, value $4,258,000.

    13F-HR 0001580642-24-006078 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 31,674 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $3,832,000.

    13F-HR 0001580642-24-003600 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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