HB Wealth Management, LLC: DGRW position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HB Wealth Management, LLC on DGRW, newest first. How the timeline and the estimate are built.
HB Wealth Management, LLC held 280,702 DGRW shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 280,702 sharesChange vs previous 13F +16,936 shares
0.15% of the 13F portfolio, value $26,840,742.
13F-HR 0001172661-26-002920 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 263,766 sharesChange vs previous 13F -5,587 shares
0.15% of the 13F portfolio, value $23,169,226.
13F-HR 0001172661-26-001543 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 269,353 sharesChange vs previous 13F -7,631 shares
0.16% of the 13F portfolio, value $24,088,327.
13F-HR 0001172661-26-000353 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 276,984 sharesChange vs previous 13F -390 shares
0.17% of the 13F portfolio, value $24,640,527.
13F-HR 0001172661-25-004398 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 277,374 sharesChange vs previous 13F +37,224 shares
0.19% of the 13F portfolio, value $23,227,330.
13F-HR 0001172661-25-002644 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 240,150 sharesChange vs previous 13F -9,150 shares
0.16% of the 13F portfolio, value $19,178,407.
13F-HR 0001172661-25-001594 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 249,300 sharesChange vs previous 13F -6,951 shares
0.21% of the 13F portfolio, value $20,175,872.
13F-HR 0001172661-25-000193 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 256,251 sharesChange vs previous 13F not available
0.23% of the 13F portfolio, value $21,322,653.
13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).