WealthPoint Financial, LLC: DGRW position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WealthPoint Financial, LLC on DGRW, newest first. How the timeline and the estimate are built.
WealthPoint Financial, LLC held 27,675 DGRW shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 27,675 sharesChange vs previous 13F -90 shares
1.93% of the 13F portfolio, value $2,646,250.
13F-HR 0002040860-26-000004 filed by WealthPoint Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F/A 27,765 sharesChange vs previous 13F +1,292 shares
2.04% of the 13F portfolio, value $2,438,870.
13F-HR/A 0002040860-26-000003 filed by WealthPoint Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 26,473 sharesChange vs previous 13F not available
2.06% of the 13F portfolio, value $2,367,517.
13F-HR 0002040860-26-000001 filed by WealthPoint Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).