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Disclosery

Aegis Wealth Management LLC: DRI position timeline

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

Aegis Wealth Management LLC held 1,451 DRI shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,451 shares
    Change vs previous 13F -3 shares

    0.14% of the 13F portfolio, value $298,921.

    13F-HR 0001628818-26-000004 filed by Aegis 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 1,454 shares
    Change vs previous 13F -85 shares

    0.16% of the 13F portfolio, value $285,043.

    13F-HR 0001628818-26-000003 filed by Aegis 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 1,539 shares
    Change vs previous 13F -88 shares

    0.16% of the 13F portfolio, value $283,207.

    13F-HR 0001628818-26-000001 filed by Aegis 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 1,627 shares
    Change vs previous 13F -77 shares

    0.17% of the 13F portfolio, value $309,716.

    13F-HR 0001628818-25-000004 filed by Aegis 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 1,704 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $354,024.

    13F-HR 0001085146-25-004679 filed by Aegis 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 1,704 shares
    Change vs previous 13F -20 shares

    0.21% of the 13F portfolio, value $354,024.

    13F-HR 0001085146-25-002751 filed by Aegis 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 1,724 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $321,854.

    13F-HR 0001085146-25-001819 filed by Aegis Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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