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Independent Advisor Alliance: DGRW position timeline

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

Independent Advisor Alliance held 5,198 DGRW 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 5,198 shares
    Change vs previous 13F -659,681 shares

    0.01% of the 13F portfolio, value $497,033.

    13F-HR 0001062993-26-004213 filed by Independent Advisor Alliance
    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 664,879 shares
    Change vs previous 13F +660,044 shares

    0.63% of the 13F portfolio, value $58,402,970.

    13F-HR 0001062993-26-002523 filed by Independent Advisor Alliance
    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 4,835 shares
    Change vs previous 13F +300 shares

    0.01% of the 13F portfolio, value $432,394.

    13F-HR 0001062993-26-000608 filed by Independent Advisor Alliance
    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 4,535 shares
    Change vs previous 13F +362 shares

    0.01% of the 13F portfolio, value $403,434.

    13F-HR 0001062993-25-016436 filed by Independent Advisor Alliance
    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 4,173 shares
    Change vs previous 13F +1,200 shares

    0.01% of the 13F portfolio, value $349,447.

    13F-HR 0001062993-25-014025 filed by Independent Advisor Alliance
    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 2,973 shares
    Change vs previous 13F -862,672 shares

    0.01% of the 13F portfolio, value $237,424.

    13F-HR 0001062993-25-009080 filed by Independent Advisor Alliance
    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 865,645 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $70,056,670.

    13F-HR 0001062993-25-001857 filed by Independent Advisor Alliance
    Filed (acceptance time not in the bulk data set), ingested

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