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Disclosery

Wiser Advisor Group LLC: DTCR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wiser Advisor Group LLC on DTCR, newest first. How the timeline and the estimate are built.

Wiser Advisor Group LLC held 86,041 DTCR shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 86,041 shares
    Change vs previous 13F -134 shares

    2.86% of the 13F portfolio, value $2,613,053.

    13F-HR 0001420506-26-001840 filed by Wiser Advisor Group 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 86,175 shares
    Change vs previous 13F -126 shares

    2.5% of the 13F portfolio, value $2,064,741.

    13F-HR 0002011550-26-000002 filed by Wiser Advisor Group 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 86,301 shares
    Change vs previous 13F +3,446 shares

    2.08% of the 13F portfolio, value $1,820,939.

    13F-HR 0002011550-26-000001 filed by Wiser Advisor Group 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 82,855 shares
    Change vs previous 13F +82,855 shares

    2.11% of the 13F portfolio, value $1,696,863.

    13F-HR 0002011550-25-000006 filed by Wiser Advisor Group 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 0 shares
    Change vs previous 13F -17,951 shares

    13F-HR 0002011550-25-000004 filed by Wiser Advisor Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  6. period ended2025-03-31
    13F 17,951 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $291,885.

    13F-HR 0002011550-25-000003 filed by Wiser Advisor Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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