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Focus Partners Wealth: DVY position timeline

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

Focus Partners Wealth held 497,222 DVY shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 497,222 shares
    Change vs previous 13F +15,036 shares

    0.07% of the 13F portfolio, value $77,734,711.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 478,071 shares
    • Focus Partners Advisor Solutions, LLC: 19,151 shares

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

  2. period ended2026-03-31
    13F 482,186 shares
    Change vs previous 13F -2,943 shares

    0.07% of the 13F portfolio, value $73,013,886.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 465,699 shares
    • Focus Partners Advisor Solutions, LLC: 16,487 shares

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

  3. period ended2025-12-31
    13F 485,129 shares
    Change vs previous 13F +49,779 shares

    0.07% of the 13F portfolio, value $68,473,313.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 466,225 shares
    • Focus Partners Advisor Solutions, LLC: 18,904 shares

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

  4. period ended2025-09-30
    13F 435,350 shares
    Change vs previous 13F -7,254 shares

    0.09% of the 13F portfolio, value $61,840,974.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 418,268 shares
    • Focus Partners Advisor Solutions, LLC: 17,082 shares

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

  5. period ended2025-06-30
    13F 442,604 shares
    Change vs previous 13F +21,695 shares

    0.11% of the 13F portfolio, value $58,782,188.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 420,348 shares
    • Focus Partners Advisor Solutions, LLC: 22,256 shares

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

  6. period ended2025-03-31
    13F/A 420,909 shares
    Change vs previous 13F +1,147 shares

    0.12% of the 13F portfolio, value $56,524,109.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 401,434 shares
    • Focus Partners Advisor Solutions, LLC: 19,475 shares

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

  7. period ended2024-12-31
    13F/A 419,762 shares
    Change vs previous 13F +357,182 shares

    0.12% of the 13F portfolio, value $55,110,686.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 403,718 shares
    • Focus Partners Advisor Solutions, LLC: 16,044 shares

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

  8. period ended2024-09-30
    13F 62,580 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $8,452,875.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 45,085 shares
    • Focus Partners Advisor Solutions, LLC: 17,495 shares

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