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Disclosery

Wealthcare Advisory Partners LLC: DVY position timeline

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

Wealthcare Advisory Partners LLC held 27,150 DVY shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,150 shares
    Change vs previous 13F -4,933 shares

    0.08% of the 13F portfolio, value $4,243,513.

    13F-HR 0001951757-26-000979 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 25,192 shares
    • Wealthcare Capital Partners, LLC: 1,958 shares

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

  2. period ended2026-03-31
    13F 32,083 shares
    Change vs previous 13F +2,849 shares

    0.09% of the 13F portfolio, value $4,857,757.

    13F-HR 0001951757-26-000595 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 30,141 shares
    • Wealthcare Capital Partners, LLC: 1,942 shares

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

  3. period ended2025-12-31
    13F 29,234 shares
    Change vs previous 13F +39 shares

    0.08% of the 13F portfolio, value $4,126,066.

    13F-HR 0001951757-26-000085 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 27,307 shares
    • Wealthcare Capital Partners, LLC: 1,927 shares

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

  4. period ended2025-09-30
    13F 29,195 shares
    Change vs previous 13F +886 shares

    0.08% of the 13F portfolio, value $4,148,543.

    13F-HR 0001951757-25-001337 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 27,289 shares
    • Wealthcare Capital Partners, LLC: 1,906 shares

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

  5. period ended2025-06-30
    13F 28,309 shares
    Change vs previous 13F -1,040 shares

    0.08% of the 13F portfolio, value $3,759,752.

    13F-HR 0001951757-25-000905 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 26,420 shares
    • Wealthcare Capital Partners, LLC: 1,889 shares

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

  6. period ended2025-03-31
    13F 29,349 shares
    Change vs previous 13F -74 shares

    0.1% of the 13F portfolio, value $3,941,361.

    13F-HR 0001951757-25-000364 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 27,478 shares
    • Wealthcare Capital Partners, LLC: 1,871 shares

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

  7. period ended2024-12-31
    13F 29,423 shares
    Change vs previous 13F +2,870 shares

    0.1% of the 13F portfolio, value $3,862,977.

    13F-HR 0001951757-25-000037 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 27,567 shares
    • Wealthcare Capital Partners, LLC: 1,856 shares

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

  8. period ended2024-09-30
    13F 26,553 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $3,586,513.

    13F-HR 0001951757-24-001166 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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