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Coston, McIsaac & Partners: DGEIX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Coston, McIsaac & Partners on DGEIX, newest first. How the timeline and the estimate are built.

Coston, McIsaac & Partners held 439,939 DGEIX shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 439,939 shares
    Change vs previous 13F +11,253 shares

    3.92% of the 13F portfolio, value $19,497,000.

    13F-HR 0001945037-26-000003 filed by Coston, McIsaac & Partners
    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 428,686 shares
    Change vs previous 13F -19,799 shares

    3.82% of the 13F portfolio, value $16,907,000.

    13F-HR 0001945037-26-000002 filed by Coston, McIsaac & Partners
    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 448,485 shares
    Change vs previous 13F +980 shares

    4.13% of the 13F portfolio, value $17,781,000.

    13F-HR 0001945037-26-000001 filed by Coston, McIsaac & Partners
    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 447,505 shares
    Change vs previous 13F -7,561 shares

    4.18% of the 13F portfolio, value $17,545,000.

    13F-HR 0001945037-25-000005 filed by Coston, McIsaac & Partners
    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 455,066 shares
    Change vs previous 13F -14,176 shares

    4.32% of the 13F portfolio, value $16,659,000.

    13F-HR 0001945037-25-000004 filed by Coston, McIsaac & Partners
    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 469,242 shares
    Change vs previous 13F -18,682 shares

    4.57% of the 13F portfolio, value $15,648,000.

    13F-HR 0001945037-25-000003 filed by Coston, McIsaac & Partners
    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 487,924 shares
    Change vs previous 13F -22,688 shares

    4.92% of the 13F portfolio, value $16,603,000.

    13F-HR 0001945037-25-000001 filed by Coston, McIsaac & Partners
    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 510,612 shares
    Change vs previous 13F not available

    5.09% of the 13F portfolio, value $18,034,000.

    13F-HR 0001945037-24-000004 filed by Coston, McIsaac & Partners
    Filed (acceptance time not in the bulk data set), ingested

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