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MinichMacGregor Wealth Management, LLC: DAUG position timeline

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

MinichMacGregor Wealth Management, LLC held 212,745 DAUG shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 212,745 shares
    Change vs previous 13F +799 shares

    1.51% of the 13F portfolio, value $9,966,529.

    13F-HR 0001172661-26-002643 filed by MinichMacGregor 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 211,946 shares
    Change vs previous 13F +6,429 shares

    1.63% of the 13F portfolio, value $9,230,779.

    13F-HR 0001172661-26-001514 filed by MinichMacGregor 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 205,517 shares
    Change vs previous 13F +5,839 shares

    1.65% of the 13F portfolio, value $9,113,446.

    13F-HR 0001172661-26-000974 filed by MinichMacGregor 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 199,678 shares
    Change vs previous 13F -1,543 shares

    1.7% of the 13F portfolio, value $8,711,252.

    13F-HR 0001172661-25-004469 filed by MinichMacGregor 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 201,221 shares
    Change vs previous 13F -1,182 shares

    1.79% of the 13F portfolio, value $8,382,867.

    13F-HR 0001172661-25-002620 filed by MinichMacGregor 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 202,403 shares
    Change vs previous 13F +38,054 shares

    1.76% of the 13F portfolio, value $7,852,710.

    13F-HR 0001172661-25-001533 filed by MinichMacGregor 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 164,349 shares
    Change vs previous 13F +2,525 shares

    1.35% of the 13F portfolio, value $6,521,385.

    13F-HR 0001172661-25-000264 filed by MinichMacGregor 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 161,824 shares
    Change vs previous 13F not available

    1.36% of the 13F portfolio, value $6,332,173.

    13F-HR 0001172661-24-004416 filed by MinichMacGregor Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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