SEC 13F Intelligence

Stronghold Wealth Management L.L.C. / DVY

Stronghold Wealth Management L.L.C.’s Ishares Tr Position

Does Stronghold Wealth Management L.L.C. own Ishares Tr (DVY)? Yes — 6.8K shares worth $1M (+1.55% of its 13F portfolio) as of Q1 2026, down from 7.0K shares the prior filed quarter.

Position Value
$1M
Q1 2026
Shares
6.8K
% of Portfolio
+1.55%
Quarters Held
2
currently held

Position History DVY

Reported value by quarter
Q4 ’25: $982,334Q4 ’25Q1 ’26: $1MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20266.8K$1M+1.55%
Q4 20257.0K$982,334+1.45%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Stronghold Wealth Management L.L.C.’s full portfolio or all institutional holders of DVY.