DVY β€” ISHARES SELECT DIVIDEND ETF

Ownership history in Sankala Group LLC  Β·  1 quarter on record

AI Ownership Summary

Sankala Group LLC reported ISHARES SELECT DIVIDEND ETF (DVY) in 1 quarterly 13F filing from 2025 Q4 through 2025 Q4. Peak portfolio weight reached 3.81% in 2025 Q4. The latest visible filing shows DVY at 3.81% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DVY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sankala Group LLC's position in ISHARES SELECT DIVIDEND ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

DVY was reported at 3.81% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.81% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Sankala Group LLC held DVY β€” position size vs. price
% of Fund (quarterly)    DVY price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 INITIATED 30,467 β€” β€” 3.81% $4.8M 2026-02-14 (Est.) $156.73

FAQ About Sankala Group LLC and DVY

These are the practical questions this page is built to answer before you even open the full history table.

How long has Sankala Group LLC reported owning DVY?

Sankala Group LLC reported DVY across 1 quarterly 13F filings, from 2025 Q4 through 2025 Q4.

What was the largest reported DVY position in Sankala Group LLC's portfolio?

The largest reported portfolio weight for DVY was 3.81% in 2025 Q4.

What is the latest reported DVY position on this page?

The most recent filing on this page is 2025 Q4, when Sankala Group LLC reported 30,467 shares, equal to 3.81% of portfolio, with an estimated market value of $4.8M.

What does the chart on this DVY ownership page compare?

The chart compares Sankala Group LLC's quarterly DVY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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