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Disclosery

AE Wealth Management LLC: DGRW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AE Wealth Management LLC on DGRW, newest first. How the timeline and the estimate are built.

AE Wealth Management LLC held 20,045 DGRW shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,045 shares
    Change vs previous 13F -447 shares

    0.01% of the 13F portfolio, value $1,916,667.

    13F-HR 0001697723-26-000007 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 20,492 shares
    Change vs previous 13F +1,406 shares

    0.01% of the 13F portfolio, value $1,799,938.

    13F-HR 0001697723-26-000006 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 19,086 shares
    Change vs previous 13F +2,006 shares

    0.01% of the 13F portfolio, value $1,706,798.

    13F-HR 0001697723-26-000001 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 17,080 shares
    Change vs previous 13F +1,818 shares

    0.01% of the 13F portfolio, value $1,519,400.

    13F-HR 0001697723-25-000007 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 15,262 shares
    Change vs previous 13F +1,293 shares

    0.01% of the 13F portfolio, value $1,278,069.

    13F-HR 0001697723-25-000004 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 13,969 shares
    Change vs previous 13F -1,104 shares

    0.01% of the 13F portfolio, value $1,115,592.

    13F-HR 0001697723-25-000003 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 15,073 shares
    Change vs previous 13F +700 shares

    0.01% of the 13F portfolio, value $1,219,835.

    13F-HR 0001697723-25-000001 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 14,373 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,195,980.

    13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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