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Disclosery

Pathstone Holdings, LLC: DVY position timeline

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

Pathstone Holdings, LLC held 86,786 DVY shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 86,786 shares
    Change vs previous 13F +15,425 shares

    0.04% of the 13F portfolio, value $13,564,473.

    13F-HR 0002011612-26-000003 filed by Pathstone Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 71,361 shares
    Change vs previous 13F +3,474 shares

    0.04% of the 13F portfolio, value $10,804,715.

    13F-HR 0002011612-26-000002 filed by Pathstone Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 67,887 shares
    Change vs previous 13F +1,342 shares

    0.04% of the 13F portfolio, value $9,581,571.

    13F-HR 0002011612-26-000001 filed by Pathstone Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 66,545 shares
    Change vs previous 13F +3,581 shares

    0.04% of the 13F portfolio, value $9,456,045.

    13F-HR 0002011612-25-000002 filed by Pathstone Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 62,964 shares
    Change vs previous 13F -4,332 shares

    0.03% of the 13F portfolio, value $8,362,250.

    13F-HR 0001085146-25-004936 filed by Pathstone Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 67,296 shares
    Change vs previous 13F -11,651 shares

    0.04% of the 13F portfolio, value $9,037,675.

    13F-HR 0001085146-25-003172 filed by Pathstone Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 78,947 shares
    Change vs previous 13F +4,096 shares

    0.05% of the 13F portfolio, value $10,379,926.

    13F-HR 0001085146-25-001679 filed by Pathstone Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 74,851 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $10,107,083.

    13F-HR 0001085146-24-005443 filed by Pathstone Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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