Question 1

How many shares of DVY does Steward Partners Investment Advisory, LLC own?

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC holds 97,532 shares of DVY (ISHARES DJ SELECT DIVIDEND FD).

Question 2

What is Steward Partners Investment Advisory, LLC's DVY position worth?

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC's DVY position is worth $15.2M.

Question 3

Is Steward Partners Investment Advisory, LLC buying or selling DVY?

Accepted Answer

In 2026-Q2, Steward Partners Investment Advisory, LLC increased their DVY position (+4.0% change in shares).

Question 4

When did Steward Partners Investment Advisory, LLC first buy DVY?

Accepted Answer

Based on available 13F filings, Steward Partners Investment Advisory, LLC first reported a position in DVY in 2019-Q1. They have held the position across 30 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	97,532	+4.0%	$15.2M	0.1%	$156.30	29
2026-Q1	Increased	93,756	+1.3%	$14.2M	0.1%	$154.11	28
2025-Q4	Increased	92,585	+5.0%	$13.1M	0.1%	$142.21	29
2025-Q3	Decreased	88,219	-2.8%	$12.5M	0.1%	$139.84	0
2025-Q2	Increased	90,719	+2.5%	$12M	0.1%	$129.51	29
2025-Q1	Increased	88,482	+2.9%	$11.9M	0.1%	$128.87	34
2024-Q4	Increased	86,020	+0.1%	$11.3M	0.1%	$126.12	33
2024-Q3	Increased	85,916	+0.4%	$11.6M	0.1%	$128.54	33
2024-Q2	Decreased	85,541	-1.1%	$10.3M	0.1%	$114.10	0
2024-Q1	Increased	86,530	+4.2%	$10.7M	0.1%	$115.28	35
2023-Q4	Decreased	83,046	-4.8%	$9.7M	0.1%	$108.80	0
2023-Q3	Decreased	87,251	-6.5%	$9.4M	0.1%	$98.91	0
2023-Q2	Decreased	93,361	-22.4%	$10.6M	0.2%	$102.20	0
2023-Q1	Decreased	120,376	-19.2%	$14.1M	0.2%	$104.41	0
2022-Q4	Increased	149,025	+35.0%	$18M	0.3%	$107.60	44
2022-Q3	Increased	110,416	+12.8%	$11.8M	0.2%	$95.97	38
2022-Q2	Increased	97,883	+7.2%	$11.5M	0.2%	$103.14	36
2022-Q1	Increased	91,292	+21.4%	$11.7M	0.2%	$112.44	40
2021-Q4	Decreased	75,185	-1.0%	$9.2M	0.1%	$105.56	0
2021-Q3	Decreased	75,970	-11.2%	$8.7M	0.1%	$99.90	0
2021-Q2	Decreased	85,511	-55.7%	$10M	0.2%	$98.55	0
2021-Q1	Increased	192,936	+189.8%	$11B	0.2%	$96.31	62
2020-Q4	Increased	66,573	+0.5%	$6.4M	0.1%	$79.60	33
2020-Q3	Increased	66,254	+7.9%	$5.4M	0.1%	$67.13	35
2020-Q2	Decreased	61,393	-6.5%	$5M	0.1%	$65.12	0
2020-Q1	Decreased	65,661	-36.6%	$4.8M	0.2%	$61.02	0
2019-Q4	Increased	103,616	+28.9%	$10.9M	0.3%	$84.07	42
2019-Q3	Increased	80,372	+2.4%	$8.2M	0.3%	$80.52	34
2019-Q2	Increased	78,490	+1.7%	$7.8M	0.3%	$78.12	33
2019-Q1	New	77,198	-	$7.6M	0.3%	$76.34	45

DVY30 quarters

DVY
30 quarters