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AVAII WEALTH MANAGEMENT, LLC: DGRW position timeline

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

AVAII WEALTH MANAGEMENT, LLC held 23,241 DGRW shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 23,241 shares
    Change vs previous 13F -486 shares

    0.66% of the 13F portfolio, value $2,281,308.

    13F-HR 0001951757-26-001655 filed by AVAII WEALTH MANAGEMENT, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 23,727 shares
    Change vs previous 13F -180 shares

    0.67% of the 13F portfolio, value $2,268,759.

    13F-HR 0001951757-26-001196 filed by AVAII 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 ended2026-03-31
    13F 23,907 shares
    Change vs previous 13F +62 shares

    0.73% of the 13F portfolio, value $2,100,024.

    13F-HR 0001951757-26-000654 filed by AVAII 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 ended2025-12-31
    13F 23,845 shares
    Change vs previous 13F -210 shares

    0.77% of the 13F portfolio, value $2,132,490.

    13F-HR 0001951757-26-000068 filed by AVAII 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 ended2025-09-30
    13F 24,055 shares
    Change vs previous 13F -143 shares

    0.81% of the 13F portfolio, value $2,139,929.

    13F-HR 0001951757-25-001183 filed by AVAII 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 ended2025-06-30
    13F 24,198 shares
    Change vs previous 13F -228 shares

    0.9% of the 13F portfolio, value $2,026,305.

    13F-HR 0001951757-25-000828 filed by AVAII 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 ended2025-03-31
    13F/A 24,426 shares
    Change vs previous 13F -1,869 shares

    1.04% of the 13F portfolio, value $1,950,697.

    13F-HR/A 0001951757-25-000376 filed by AVAII 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 ended2024-12-31
    13F 26,295 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $2,128,092.

    13F-HR 0001951757-25-000078 filed by AVAII WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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