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Focus Partners Wealth: DGRW position timeline

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

Focus Partners Wealth held 1,325,097 DGRW shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,325,097 shares
    Change vs previous 13F -50,516 shares

    0.12% of the 13F portfolio, value $126,705,775.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 1,291,594 shares
    • Focus Partners Advisor Solutions, LLC: 33,503 shares

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

  2. period ended2026-03-31
    13F 1,375,613 shares
    Change vs previous 13F -48,085 shares

    0.12% of the 13F portfolio, value $120,833,869.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 1,319,213 shares
    • Focus Partners Advisor Solutions, LLC: 56,400 shares

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

  3. period ended2025-12-31
    13F 1,423,698 shares
    Change vs previous 13F +1,263,143 shares

    0.13% of the 13F portfolio, value $127,321,343.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 1,358,683 shares
    • Focus Partners Advisor Solutions, LLC: 65,015 shares

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

  4. period ended2025-09-30
    13F 160,555 shares
    Change vs previous 13F +65,269 shares

    0.02% of the 13F portfolio, value $14,286,376.

    13F-HR 0001868872-25-000004 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 41,793 shares
    • Focus Partners Advisor Solutions, LLC: 118,762 shares

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

  5. period ended2025-06-30
    13F 95,286 shares
    Change vs previous 13F +6,438 shares

    0.01% of the 13F portfolio, value $7,979,346.

    13F-HR 0001085146-25-004360 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 32,318 shares
    • Focus Partners Advisor Solutions, LLC: 62,968 shares

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

  6. period ended2025-03-31
    13F/A 88,848 shares
    Change vs previous 13F +26,746 shares

    0.02% of the 13F portfolio, value $7,095,465.

    13F-HR 0001085146-25-003345 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 31,930 shares
    • Focus Partners Advisor Solutions, LLC: 56,918 shares

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

  7. period ended2024-12-31
    13F/A 62,102 shares
    Change vs previous 13F -15,776 shares

    0.01% of the 13F portfolio, value $5,025,967.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 31,607 shares
    • Focus Partners Advisor Solutions, LLC: 30,495 shares

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

  8. period ended2024-09-30
    13F 77,878 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $6,480,290.

    13F-HR 0001085146-24-005963 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 31,240 shares
    • Focus Partners Advisor Solutions, LLC: 46,638 shares

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