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Disclosery

Intrua Financial, LLC: DWM position timeline

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

Intrua Financial, LLC held 12,771 DWM shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,771 shares
    Change vs previous 13F +135 shares

    0.09% of the 13F portfolio, value $935,020.

    13F-HR 0001812792-26-000009 filed by Intrua Financial, 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 12,636 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $883,138.

    13F-HR 0001812792-26-000008 filed by Intrua Financial, 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 12,636 shares
    Change vs previous 13F +375 shares

    0.1% of the 13F portfolio, value $868,851.

    13F-HR 0001812792-26-000002 filed by Intrua Financial, 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 12,261 shares
    Change vs previous 13F +370 shares

    0.1% of the 13F portfolio, value $811,898.

    13F-HR 0001812792-25-000002 filed by Intrua Financial, 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 11,891 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $755,792.

    13F-HR 0001085146-25-004704 filed by Intrua Financial, 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 11,891 shares
    Change vs previous 13F -145 shares

    0.11% of the 13F portfolio, value $691,520.

    13F-HR 0001085146-25-003410 filed by Intrua Financial, 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 12,036 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $634,237.

    13F-HR 0001085146-25-003408 filed by Intrua Financial, 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 12,036 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $692,752.

    13F-HR 0001085146-25-003407 filed by Intrua Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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