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Amplius Wealth Advisors, LLC: DGRW position timeline

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

Amplius Wealth Advisors, LLC held 309,723 DGRW shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 309,723 shares
    Change vs previous 13F +26,295 shares

    2.17% of the 13F portfolio, value $29,615,713.

    13F-HR 0001900584-26-000004 filed by Amplius Wealth Advisors, 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 283,428 shares
    Change vs previous 13F +27,451 shares

    2.08% of the 13F portfolio, value $24,896,307.

    13F-HR 0001900584-26-000003 filed by Amplius Wealth Advisors, 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 255,977 shares
    Change vs previous 13F +6,983 shares

    1.92% of the 13F portfolio, value $22,891,997.

    13F-HR 0001900584-26-000001 filed by Amplius Wealth Advisors, 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 248,994 shares
    Change vs previous 13F -24,886 shares

    1.91% of the 13F portfolio, value $22,150,471.

    13F-HR 0001900584-25-000007 filed by Amplius Wealth Advisors, 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 273,880 shares
    Change vs previous 13F +2,378 shares

    2.13% of the 13F portfolio, value $22,932,417.

    13F-HR 0001900584-25-000005 filed by Amplius Wealth Advisors, 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 271,502 shares
    Change vs previous 13F +14,373 shares

    2.25% of the 13F portfolio, value $21,682,133.

    13F-HR 0001900584-25-000003 filed by Amplius Wealth Advisors, 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 257,129 shares
    Change vs previous 13F +13,294 shares

    2.13% of the 13F portfolio, value $20,810,484.

    13F-HR 0001900584-25-000002 filed by Amplius Wealth Advisors, LLC
    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 243,835 shares
    Change vs previous 13F not available

    2.21% of the 13F portfolio, value $20,289,493.

    13F-HR 0001900584-24-000006 filed by Amplius Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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