Question 1

How many shares of DVY does &PARTNERS own?

Accepted Answer

As of 2026-Q1, &PARTNERS holds 142,798 shares of DVY (ISHARES TR).

Question 2

What is &PARTNERS's DVY position worth?

Accepted Answer

As of 2026-Q1, &PARTNERS's DVY position is worth $21.6M.

Question 3

Is &PARTNERS buying or selling DVY?

Accepted Answer

In 2026-Q1, &PARTNERS decreased their DVY position (-1.2% change in shares).

Question 4

When did &PARTNERS first buy DVY?

Accepted Answer

Based on available 13F filings, &PARTNERS first reported a position in DVY in 2024-Q2. They have held the position across 23 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Decreased	142,798	-1.2%	$21.6M	0.1%	$154.11	0
2025-Q4	Increased	144,488	+3.2%	$20.4M	0.1%	$142.21	35
2025-Q3	Increased	140,008	+5.0%	$19.9M	0.1%	$139.84	36
2025-Q2	Increased	133,408	+10.2%	$17.7M	0.1%	$129.51	37
2025-Q1	Increased	121,021	+45.3%	$16.1M	0.2%	$128.87	46
2024-Q4	Increased	83,269	+15.9%	$10.9M	0.1%	$126.12	38
2024-Q3	Increased	71,815	+8.2%	$9.7M	0.2%	$128.54	36
2024-Q2	Increased	66,383	+7.5%	$8M	0.4%	$114.10	35

DVYShowing 8 of 23 quarters

DVY
Showing 8 of 23 quarters