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IAM Advisory, LLC: DGRW position timeline

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

IAM Advisory, LLC held 668,549 DGRW shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 668,549 shares
    Change vs previous 13F +4,804 shares

    12.46% of the 13F portfolio, value $63,926,672.

    13F-HR 0001951757-26-001001 filed by IAM Advisory, 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 663,745 shares
    Change vs previous 13F +1,917 shares

    13.06% of the 13F portfolio, value $58,303,367.

    13F-HR 0001951757-26-000576 filed by IAM Advisory, 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 661,828 shares
    Change vs previous 13F -139,541 shares

    13.15% of the 13F portfolio, value $59,187,241.

    13F-HR 0001951757-26-000017 filed by IAM Advisory, 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 801,369 shares
    Change vs previous 13F +5,921 shares

    16.03% of the 13F portfolio, value $71,289,766.

    13F-HR 0001951757-25-001179 filed by IAM Advisory, 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 795,448 shares
    Change vs previous 13F +12,806 shares

    15.99% of the 13F portfolio, value $66,610,784.

    13F-HR 0001951757-25-000585 filed by IAM Advisory, 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 782,642 shares
    Change vs previous 13F -5,044 shares

    16.23% of the 13F portfolio, value $62,501,767.

    13F-HR 0001951757-25-000329 filed by IAM Advisory, 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 787,686 shares
    Change vs previous 13F +7,013 shares

    16.16% of the 13F portfolio, value $63,747,425.

    13F-HR 0001951757-25-000046 filed by IAM Advisory, 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 780,673 shares
    Change vs previous 13F not available

    16.42% of the 13F portfolio, value $64,959,834.

    13F-HR 0001951757-24-000971 filed by IAM Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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