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Legacy Wealth Managment, LLC/ID: DGRW position timeline

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

Legacy Wealth Managment, LLC/ID held 29,924 DGRW shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,924 shares
    Change vs previous 13F +3,525 shares

    1.18% of the 13F portfolio, value $2,861,347.

    13F-HR 0002045082-26-000005 filed by Legacy Wealth Managment, LLC/ID
    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 26,399 shares
    Change vs previous 13F -2,164 shares

    1.15% of the 13F portfolio, value $2,318,889.

    13F-HR 0002045082-26-000002 filed by Legacy Wealth Managment, LLC/ID
    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 28,563 shares
    Change vs previous 13F +10,967 shares

    1.22% of the 13F portfolio, value $2,554,390.

    13F-HR 0002045082-26-000001 filed by Legacy Wealth Managment, LLC/ID
    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 17,596 shares
    Change vs previous 13F +2,609 shares

    0.71% of the 13F portfolio, value $1,565,341.

    13F-HR 0002045082-25-000005 filed by Legacy Wealth Managment, LLC/ID
    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 14,987 shares
    Change vs previous 13F +2,981 shares

    0.66% of the 13F portfolio, value $1,255,012.

    13F-HR 0002044858-25-000009 filed by Legacy Wealth Managment, LLC/ID
    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 12,006 shares
    Change vs previous 13F +1,724 shares

    0.7% of the 13F portfolio, value $958,800.

    13F-HR 0002044858-25-000007 filed by Legacy Wealth Managment, LLC/ID
    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 10,282 shares
    Change vs previous 13F +6,694 shares

    0.56% of the 13F portfolio, value $852,173.

    13F-HR 0002045082-25-000001 filed by Legacy Wealth Managment, LLC/ID
    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 3,588 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $303,904.

    13F-HR 0002045082-24-000001 filed by Legacy Wealth Managment, LLC/ID
    Filed (acceptance time not in the bulk data set), ingested

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