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IAG Wealth Partners, LLC: DGRW position timeline

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

IAG Wealth Partners, LLC held 128,898 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 128,898 shares
    Change vs previous 13F +1,255 shares

    1.22% of the 13F portfolio, value $12,325,267.

    13F-HR 0001104659-26-091831 filed by IAG Wealth Partners, 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 127,643 shares
    Change vs previous 13F +3,183 shares

    1.25% of the 13F portfolio, value $11,212,124.

    13F-HR 0001104659-26-051488 filed by IAG Wealth Partners, 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 124,460 shares
    Change vs previous 13F +9,851 shares

    1.29% of the 13F portfolio, value $11,130,419.

    13F-HR 0001104659-26-012592 filed by IAG Wealth Partners, 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 114,609 shares
    Change vs previous 13F +5,144 shares

    1.22% of the 13F portfolio, value $10,195,608.

    13F-HR 0001104659-25-109701 filed by IAG Wealth Partners, 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 109,465 shares
    Change vs previous 13F +3,768 shares

    1.21% of the 13F portfolio, value $9,166,598.

    13F-HR 0001104659-25-077455 filed by IAG Wealth Partners, 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 105,697 shares
    Change vs previous 13F +8,890 shares

    1.31% of the 13F portfolio, value $8,440,929.

    13F-HR 0001104659-25-035534 filed by IAG Wealth Partners, 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 96,807 shares
    Change vs previous 13F +10,432 shares

    1.38% of the 13F portfolio, value $7,834,584.

    13F-HR 0001104659-25-010787 filed by IAG Wealth Partners, 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 86,375 shares
    Change vs previous 13F not available

    1.33% of the 13F portfolio, value $7,187,251.

    13F-HR 0001104659-24-112166 filed by IAG Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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