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Modern Wealth Management, LLC: DGRW position timeline

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

Modern Wealth Management, LLC held 342,329 DGRW shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 342,329 shares
    Change vs previous 13F +20,241 shares

    0.39% of the 13F portfolio, value $32,733,538.

    13F-HR 0002001900-26-000007 filed by Modern 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 322,088 shares
    Change vs previous 13F +12,521 shares

    0.49% of the 13F portfolio, value $28,372,690.

    13F-HR 0002001900-26-000006 filed by Modern 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 309,567 shares
    Change vs previous 13F +6,192 shares

    0.5% of the 13F portfolio, value $27,684,619.

    13F-HR 0002001900-26-000001 filed by Modern 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 303,375 shares
    Change vs previous 13F +7,696 shares

    0.53% of the 13F portfolio, value $26,988,217.

    13F-HR 0002001900-25-000023 filed by Modern 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/A 295,679 shares
    Change vs previous 13F +36,570 shares

    0.61% of the 13F portfolio, value $24,760,145.

    13F-HR/A 0002001900-25-000022 filed by Modern 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/A 259,109 shares
    Change vs previous 13F +6,254 shares

    0.66% of the 13F portfolio, value $20,692,425.

    13F-HR/A 0002001900-25-000019 filed by Modern 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/A 252,855 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $20,463,584.

    13F-HR/A 0002001900-25-000017 filed by Modern Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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