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Horizon Wealth Management, LLC: DGRW position timeline

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

Horizon Wealth Management, LLC held 9,313 DGRW shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,313 shares
    Change vs previous 13F +21 shares

    0.11% of the 13F portfolio, value $890,530.

    13F-HR 0001951757-26-001099 filed by Horizon 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 9,292 shares
    Change vs previous 13F +20 shares

    0.12% of the 13F portfolio, value $816,205.

    13F-HR 0001951757-26-000728 filed by Horizon 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 9,272 shares
    Change vs previous 13F -19,356 shares

    0.13% of the 13F portfolio, value $829,222.

    13F-HR 0001951757-26-000349 filed by Horizon 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 28,628 shares
    Change vs previous 13F -639,117 shares

    0.37% of the 13F portfolio, value $2,546,783.

    13F-HR 0001951757-25-001291 filed by Horizon 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 667,745 shares
    Change vs previous 13F +1,133 shares

    9.82% of the 13F portfolio, value $55,916,962.

    13F-HR 0001951757-25-001018 filed by Horizon 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 666,612 shares
    Change vs previous 13F +5,565 shares

    8.97% of the 13F portfolio, value $53,235,601.

    13F-HR 0001951757-25-000306 filed by Horizon 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 661,047 shares
    Change vs previous 13F +142,470 shares

    9.31% of the 13F portfolio, value $53,498,554.

    13F-HR 0001951757-25-000007 filed by Horizon 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 518,577 shares
    Change vs previous 13F not available

    8.61% of the 13F portfolio, value $43,150,798.

    13F-HR 0001951757-24-001049 filed by Horizon Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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